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Insignia Library system

1. 15 x Inventory criteria S Refresh Print Call No from gt l To lt aii 7 i Close Print Mis Material type feat v Location eas gt Show Me Sido M Step 1 Initialization Inventory status Library Books C Textbooks Initialize library system for inventory and confirm it Step 2 Override the status by Scan copy barcode l 0 Scanned T Import from file 1 I Check Mis Shelved Status Total inventoried In Out Lost Reserve Bindery To be deleted Unavailable ___ Outbound Inbound Barcode TS Available To be returned Missing Maintenance __ Claimed Returned Bounded Routing lan eder m Step 3 Finalize inventory Scannable 0 0 Change all unscanned items to missing Total 0 Step 4 Delete missing copies Inventory date from 8 9 2001 lt To lt 21 9 2004 lt Delete T Delete items without copy To inventory your library follow these steps 1 Click on Administration in the Navigator Toolbar 2 Click on Inventory 3 Choose to inventory the entire library or part of it if you only want to do a partial inventory enter the desired range of call numbers or specify a material type 4 Click on the Initialize library system button 5 Scan in the item barcodes individually or choose to import a data file in which you have saved barcodes from the handheld
2. ai Media Barcodes Staff can print barcodes for equipment To print equipment barcodes follow these steps 1915 Category zl Custom Layout 5 M Search Criteria Preview Sort By gt T Union Start at Row Y Coun ft Copies fil 1 Click on Assets on the Navigator Toolbar 2 Click on the Media Barcode button 3 From the Category dropdown list choose the type of barcodes you want to create 197 of 223 ILS User Manual 3 0 4 If you are using a previously created layout choose from the Custom Layout dropdown list To create a new layout click on the Custom button Click on New and enter a name Double click on the variable you like to see on the label Click with the right mouse to add the barcode image Click on Save 0 You may also choose how you wish the labels to be sorted and you may choose the start column and row as well as number of copies for printing the barcodes 11 Specify the search criteria for the items and then click on the preview button to see and then print results if needed 12 You can also use the Export Import button to export or import a label layout CON Oo Computer Reservation The Feature called Computer has been added to manage computer use in the Library It gives you the ability to set up the computers in your library into our system You would then install an application on your Computer machines
3. V patron 1 Export Show Me Select All Deselect All 3 Click on Export Import 4 Specify the name of the file from which to import or export 5 To export select the layouts you would like to export and click on Export To import layouts click on Import Importing Patrons from a File Staff can import data from a student information system To learn more about how to import data from a file see Chapter 6 Administration Patron Group Staff can create and define different groups of patrons This allows the system to display only relevant information on the screen For example if the group is Teachers 107 of 223 ILS User Manual 3 0 then the patron record will not display fields relevant only to students such as student ID grade etc Now when you move a patron from one group to another it will ask you if you want to keep old security settings or use the new ones or both Security Level Student T Default Notes Hick Hame M Editing History Created Created By Last Modified Last Modified By A Patron Groups C Staff C Others Dec 20 2002 11 01 00 Admin All 1915 Save Cancel Delete Clase Refresh Show Me To add a new Patron Group follow these steps 1 Click on Patrons in the Navigator Toolbar Click on Groups 2 3 Click on New 4 Enter the name and security level Users cannot modify permissions for patr
4. 3 Click on the Orders tab 4 Find the order you are interested in or set Search By to ALL to display a listing of all orders Note Orders cannot be modified from this interface you can only modify from the Acquisitions module Textbook Barcodes To print textbook barcodes follow these steps 1 Click on Assets on the Navigator Toolbar 2 Click on Textbook Barcodes 3 Find the item you wish to print barcodes for by choosing your criteria Options for criteria are 3 1 Date created 3 2 Date updated 3 3 Barcode range 3 4 Call number range 190 of 223 ILS User Manual 3 0 3 5 Author range 3 6 Title 3 7 From list Media Manager The Insignia Library System allows staff to keep track of items such as equipment rooms and kits Staff may enter detailed information about equipment including reoccurring maintenance schedules Staff may also enter update and track booking information according to blocks time periods or a weekly schedule Equipment We have now added a new feature to allow you to make Equipment non searchable on web To find a piece of equipment follow these steps BSE 1 Find Equipment 2 Detail M Equipment Title Sony KV 1926RA Ge S 030 Media Type Television Monitors L aiiaiia Price 0 00 Vendor LR Brown AN Replacement Cost 0 00 Condition PO Number Status h Model Date Purchased 7 1989 x Serial No Location Manufac
5. Change To Select All 300 Apply Barcode Title Author Date Modified Circ Type LOOO 000016663 The carnivorous carnival by Le Snicket Lemo Click on Cataloging on the Navigator Toolbar Click on Change Circ Type Input or scan in a barcode or select a subset Select either Circ Type or Location from the dropdown menu depending on which field you wish to change Select the Circ Type or Location to which you wish to change the records 5 Click Apply to save your changes eS Purchase Requests The Insignia Library System allows you to track requests to purchase materials for your library These requests can then be reviewed and a decision on whether to purchase these items can be made Patrons can make purchase requests using the Web OPAC For more information see Requests in the Administration chapter of this manual To create a new purchase request follow these steps 1 Under the Catalog menu select Find Add New Request 92 of 223 ILS User Manual 3 0 2 Click on the New button 3 Enter the title of the item being requested as well as the author ISBN publisher and email address of publisher if available 4 Inthe Why Order field enter the reason given for requesting the book You may also enter comments into the Additional Information field 5 Click on Save when finished 6 Library staff may view and modify existing purchase requests They may
6. Interlibrary Loan Inter branch lending is similar to reserve When you place a reserve on an item belonging to another library in the union the Insignia Library System initiates its inter branch lending process To process an inter branch loan on behalf of a patron 1 Click on Circulation on the Navigator Toolbar 2 Select Reserve 3 Scan in Patron barcode or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation 4 Click on Find button in the right column 5 Select the radio button Other Libraries in Union on the bottom of the window and search for the desired item 6 When you have found the item click on the Reserve button 7 The holding library automatically receives the details of the item on its Reserves List 8 The holding library scans the reserved item s barcode when it is returned from the previous borrower or 40 of 223 ILS User Manual 3 0 10 11 12 13 scans the barcode in the Reserves List and clicks on Send The item status changes to Outbound The requesting library scans the copy barcode in Reserves and click on Receive when it receives the item from the holding library The item status changes to Available The requesting library checks out the item to the patron The item status changes to Out The patron returns the item to the requesting library which chec
7. Double click on a patron type in the grid in the lower frame This will bring up the Loan Trap screen Specify all the parameters for specific parameters see below Click on Save 150 of 223 ILS User Manual 3 0 BSE tem Cire Type Patron Circ Type Global Cire Type Grade Mapping Name Books IC item Default T Serials Detautt Refresh Editing History Created Aug 17 2000 8 28 00 Created By Administrat Preview Last Modified Aug 06 2004 16 08 00 Last Modified By Admin 0001 9 s Edit Patron Group Loan Limit Max Rene Loan Perio Grace Peri Renew Per Hold Perio Fine Rate Recall Peri 1 Week 3 6 7 Day s 1Day s 7 Day s 2Day s 0 10Day 0 Day s High School 5 2 14 Day s 1Day s 14Day s 2Day s 0 10Day 0 Day s Parents 5 2 7 Day s 1Day s 7Day s 2Day s 0 10Day 0 Day s Schools 10 6 14Day s 1Day s 14Day s 2Day s 0 10 Day 0 Day s 3 6 5 Notes standard books Staff 4Week s ODay s 3Week s 5Day s 0 00Day 3 Day s Students Teachers 14Day s 1Day s 14Day s 2Day s 0 10Day 5 Day s 14Day s SDay s 30Day s SDay s 0 10Day 0 Day s Item Circ Type Parameters Loan Limit This is the maximum number of items of this type that the patron can have out at a given time This number cannot exceed the overall loan limit as set in Patron Circ Type Max Renew This is the number of times an item of this circulation type can be renewed Loan
8. Show close by value 4 Choose the library and the location from the dropdown menus 5 Click on the Find button to display the shelf list 6 To view a record select it and then click on Detail Import Bibliographic Records Items can be locked by doing this when you use the import program it won t update locked items Bibliographic records can be imported using any of the following methods 1 From Z39 50 interface 2 From a MARC file 71 of 223 ILS User Manual 3 0 3 From a web site Librarians have the option of disregarding tags or subfields that should not be imported Librarians can also specify which subject headings should not be imported If the items already exist in your library you also have the option to add them to existing records or to create an entirely new record If inferior quality MARC records are being imported there is a warning message To import MARC records from a file or website follow these steps From a File S Import Bibliographic MARC loj xj File g Import Import From Clipboard Import Options Review Every Record C No Review Results l Show Me Import Options Close Click on Cataloging on the Navigator Toolbar Click on Import Bibliographic MARC Click on the icon to select the file path Browse for the file and click on Open Click on Import From a Web Site 1 Click on Cataloging on the Navigator Toolbar 2 C
9. button Bookings Check Out The Media Manager allows staff to book equipment rooms and kits in advance by a time period or block or on 193 of 223 ILS User Manual 3 0 a weekly schedule To check out a Media item follow these steps Ag Media Manager Booking Check Out o x Check Out Booking Booking List N Patron P1990000014 Find Patron Lee Miller Equipment 16mm Film Projectrors Y tie o o oee Status 3 Lens for Projectors 22a 12 In 25mm Lens ofr EL5100 228 5 In 25mm Lens for EL5100 228 6 In anamorphic for Projectors 228 9 In anamorphic for EL5100 22a 2 Out 50mm Lens for EL5100 SOmm Lens for EL5100 Bell amp Howell 22 26 Out r Elmo 16 CL 22 27 n 5 Pickup _ Deliver Kodak 22 28 Out Elmo 16 CL 22 12 Out Elmo 16 CL 22 20 h T Technician Required Bell amp Howell 22 25 Out Comments Elmo 16 CL 22 08 Out Elmo CX 350 22 10 In Elmo 16 CL Click on Assets on the Navigator Toolbar Click on the Media Checkout Scan in Patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation 4 Specify your search criteria for equipment by clicking on the dropdown lists enter your search and click on Find 5 This will display the equipment matching your search on the left side of the screen 6 Highlight the item you wish to checkout and specify the time period or block you wish to have it chec
10. starts With x Show Me O Allen Park Li Uni Ti Iniversities Call No Title Authors Creen Hills L 636 8 MIL 811 54 LEE 636 8 BES Cats Miller Michaela 1961 The cat and the wizard Sub Title Lee Dennis 1939 Animal families The cat The hamster 7 The cat book 7 Besser Marianne Catecholamine research from molecular insights Catalogue of the tiger beetles of Canada andthe Freitag Richard Cat in the jungle Sub Title Johnson Phillip E 19 5 cat s house Johnson Wilis Hugh 1 The cat who went up the creek Braun Lilian Jackson 0 Show Favorites RTT Call No Status 2 Volutss Date Check OutBy Check Out DueDate Library Location Print Favorite gt INT 636 8 In Green Hills Libr Print Copy Info 6368MIL in N Green Hills Libr Print 636 8 MIL Lost Anacleto Conde 10 20 2003 1149 2003 Green Hills Libr fd To find an item using Advanced Search AWON Number a Click on Search on the toolbar on the left Click on Advanced Enter a search term e g dog cat computer Select the parameter to search e g Title Call Starts With Exact Match Any Match 24 of 223 Select the manner in which the term is searched e g ILS User Manual 3 0 6 Specify up to two additional search terms and set the Boolean operators you wish to search by e g and or and not 7 If you are part of a union check the libraries you would like to searc
11. AllowSearchinResult Allow you to search within a search Authority when Authority is on a subject or author search in Simple Search will bring you into the subject or author authorities When it is off the search will be performed as if it were a keyword search in the subject or author fields ChangeLanguage Set if Languages are to be changed in Web 144 of 223 ILS User Manual 3 0 Circulation Enable Web Circulation Features KeepFavoriteAfterLogout Enable to keep favorites after logout Kiosk Kiosk Search Marc Set if Marc Record viewable in Web MediaManager hides the Media tab patrons will be unable to search book kits equipment and rooms MyAccount My Account tab Toggle on or Off NLM Will allow the National Library of Medicine s call Number to be stored in the 060 tag Projects Projects tab Toggle on or Off Request Toggle on or Off Request Button RequireLogin Set if Web OPAC use requires Login ShowAudience Audience can be displayed in item records ShowBookingHistoryBtn Set to enable or disable Booking History button ShowCopylInfo Set to display copy count ShowCoverlmage Set to enable Cover Image view in Search Results ShowDetailBtn Set to enable or disable Detail button ShowFine Set to enable or disable Fine button ShowlSBN ISBN can be displayed in item records Show Library library can be displayed in item records ShowLoanhistoryBtn Set to enable or disable Loan History button ShowMaterialTypelnTitle Set if
12. Find Publisher Publisher Merge Search By Name Starts With farc Find Select for merging Selected At least two C Harcourt Brace HARCOURT BRACE amp WORLD INC Merge v Harcourt Brace HARCOURT BRACE amp WORLD IN coss CO Harcourt Brace Company Add gt gt Select All LJ OH OADROCOOOUOR OTO OBOR Deselect All HARCOURT BRACE JONVANOVI Clear C Harcourt Brace Jovanich Show Me J Harcourt Brace Jovanovich OH DA 0R DC DO DU OR OTO OBOR C HARCOURT BRACE amp WORLD _ HARCOURT BRACE amp CO C Harcourt Brace amp Co New C Harcourt Brace amp World C HARCOURT BRACE amp WORLD IN Md Harcourt Brace amp Co Harcourt Brace amp World Inc Add LJ DH DADR DC DODUDR DT D 0 OBO TT mM nn nE nc nantine nT n n nBr Click on Cataloging on the Navigator Toolbar Click on Find Add Publisher Click on the Merge tab Search for the first publisher to be merged From the search results on the left select the publisher to be merged by checking the box to the left of the publisher s name Then click on the Add button located near the center of the screen Search for and add the other publisher s to be merged by repeating steps 4 5 With at least two publishers in the Selected at least two box you must now select the name into which these publishers will be merged Search for and select the new publisher then press the Add button located 89
13. button on the right side of the screen This will take you to the Export screen and allow you to export the selected record multiple records or other relevant information Haix tem Patron Loan Fine File Name ttem0216 txt l MARC Format NONE gt T Union ST OK Criteria Format insignia Subset a 5 E Close Call No from Packed By Show Me To E Box Print Created From Mapping To Title Any match carols by candlelight Pamela Wynne i Export Lesi iain z M cae Info 0 Records Exported Apply to Multicopies By clicking on the Apply Multicopies button you will be able to change information for records which have multiple copies without going to each copy individually Click on Apply Multicopies and specify the criteria you wish to change and the new value you wish to assign 61 of 223 ILS User Manual 3 0 B Changes to all copies of the title x Fields to be changed daet v Budget Fic wyn Call No Call No _ Circulation Date Circulation Date 1418 2007 __ CirculationType Location Circulation Type Book in Price Location Main v ReplacementCost Yendor Price 0 00 Replacement cost 0 00 Vendor m T Apply To Union Save Cancel Adding Same Title to Multiple Libraries To add same title to more than one library follow these steps 1 Click on Cataloging on the Navigator Toolbar 2 Click on Find Ad
14. by selecting the checkbox next to the date 6 Click on Check Out M GM Reserve You can NOW reserve multiple items at once using the CTRL key making for a quicker and easier experience Hold down the CTRL key and click on items you would like to request Hix MA P1990000013 Find Patron Notes Patron Info New Patron p Name Lesley Ann Finnen Type Staff Copy Notes ttems Overdue 2 Fine Due 0 00 Barcode i Computer Booking Books Lost 0 Books Damaged 0 Library Check Out Textbook Check Out T Show Textbook IV Show Library Check Out Receipt Set Printer tems on Loan Reserve pay Fine Booking Fines Paid Current Status iL ltems Loaned 2 The Bear Next Door 25 2007 37 2007 Preview Select All Deselect All To reserve an item for a patron follow these steps 1 Click on Circulation on the Navigator Toolbar 2 Click Reserve 39 of 223 ILS User Manual 3 0 3 Scan in patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation 4 Click the Find button in the right column 5 Search for the item you want to reserve 6 Select the item from the search results and click on Reserve 7 To reserve multiple items at once select the first item to be reserved from the search results and then select additional items while holding down the CTRL key 8 When finished click on Close
15. number in them For example if you wish to have a report with Title Author and Barcode in it and you wish to have Title in the first column then place a number 1 in the box beside Title etc Set the search fields from the dropdown menus and enter your criteria Input a title for your report 123 of 223 ILS User Manual 3 0 Category Circulation Title My Circulation reet 2 My Circulation Report k Search Criteria ee Author z ba Call No X l ad Check Out by Circ type La Preview L Due Date Grade Homeroom y H f Item Barcode Library Name Local Call No GE BY pe 4 4 Price T Union Student ID Subject IV LandScape Title 9 If you wish to print the report in landscape format check the Landscape checkbox 10 To save this layout for future use click on the Save button 11 Print the report by clicking on Preview and then on the printer icon on the top of the screen Report Designer The Insignia Library System allows you to design your own reports To create custom reports using report designer follow these steps 1 On the Navigator Toolbar click on Reports 2 Click on Report Designer 124 of 223 ILS User Manual 3 0 S Report Design Author Call No Call No Check Out by 7 SR e Due Date Grade Homeroom Item Barcode Library Name Location Price Student ID Report D
16. 1 Click on Patrons in the Navigator Toolbar 2 Click on Find Add Patron 3 Inthe first Search by box select Subset from the dropdown list 4 To remove a patron from the subset click on Remove To clear the subset list click on Clear 5 To apply changes to all the patrons in the subset click on Change 6 Specify the desired field type and the new value associated with the field type 7 Click on Ok Printing Patron Barcodes Staff can print patron barcodes using the various parameters shown below Date Created Barcode Range Zip Code Postal code Subset Homeroom Grade Patron Group NOoORWN 103 of 223 ILS User Manual 3 0 8 Patron 9 From List BSE Criteria Tl Create Date From f 5 4004 I Barcode From poo 000000183 To Po001000000183 I Zip code From To T Subset 6A 2 J Homeroom T Grade I Patron Group studert Z T Patron A Ej T From list Start At Row T Column h Copies mi Order By v T Print Every Second Line N T Custom Exportmport Configure Preview Close Show Me Staff can also choose to skip a line when printing barcodes They can select the starting row starting column and the number of copies they wish to print as well To print patron barcodes follow these steps Click on Patrons in the Navigator Toolbar Click on Barcode Specify barcode criteria e g Crea
17. 5 Click on Circulation in Navigator toolbar then Check Out Scan in Patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation Click on the Temporary button Input the desired information for the item Click on Checkout Check In Temporary Item To check in a temporary item follow these steps 1 2 3 Click on Circulation in Navigator toolbar Then Temporary List Select the item you wish to check in Click on Check In To view your temporary items follow these steps 1 2 3 Click on Circulation in Navigator toolbar Click on Temporary List Temporary items that are currently on loan will be listed along with the checkout date the due date and the patron To see a list of all temporary items select the List History Records box on the top left side of the screen 49 of 223 ILS User Manual 3 0 50 of 223 ILS User Manual 3 0 Catalog The Insignia Library System offers MARC and non MARC interfaces for cataloging any item as well as the ability to import MARC records using a Z39 50 client or Internet Explorer Cataloging is no longer a daunting task you do not have to understand MARC format to create MARC records in the Insignia Library System The following fields provide dropdown menus Main Entry Subject Added Entry Publisher Place of publication Series Ca
18. Copy Information screen Click on Edit and then enter the information into the Test No Level and Points fields If your AR information is grayed out make sure the Own AR box is checked on the copy information screen then click on Save To Set Default Values There are several values on the Copy Information screen that you can set as defaults This will allow the librarian to keep the same values when cataloging eliminating the need to re enter information commonly shared between records Example 1 Find a record for which you wish to save the values 2 Go to the Copy Information tab 3 Click on the Set as Default button on the bottom right side of the screen 4 This will set the values for price location vendor budget item circ type and condition to be the same whenever you enter a new copy for a title 5 From the Copy Information screen staff can perform a number of functions including Print Barcode Simply select the Barcode button on the right side of the screen This will open the Barcode Spine Labels window and automatically limit the range of barcodes to the single item that is selected although this can be altered to allow 60 of 223 ILS User Manual 3 0 for multiple copies At this point staff need only choose their layout and print the barcode label for this these item s Export Items can be exported by clicking on the Export
19. Overdue Message Reserve Message Uncollected Reserve List Union Loan Statistics Union Loan Statistics by Title Year End Statistics Order By BI Edit List Cose Show me Booked items lists booked items You may specify a single patron You can also limit the report by booking date range booking status and subset You may also print out a separate page for each patron Books Used in Library lists books that have been counted as in house use Whenever an item is scanned in check in that has not been checked out it is counted as in house use Print this report locally or by union Circulation Statistics by Collection Type A breakdown of circulation statistics by collection type Circulation Status lists fines overdues and reserves for individual patrons The report prints separate pages for each homeroom You may limit the report to an individual patron or patron group by minimum number of overdue items and by subset Fine amp Overdue Message This is a combination report of both the Fine and Overdue messages Homeroom Status Number of checkouts by homeroom 114 of 223 ILS User Manual 3 0 Homerooms with most Circulation lists the homerooms with the most circulation Limit this report by a date range and specify a top limit Item Circulation Statistics lists circulation statistics for items You may limit the report by check in date range number of renewals times overdue and subset You c
20. Show Me Select the fields you want to include as macros Editing System Message H U EM M T 8 Click on Administration in the Navigator Toolbar Click on System Messages Select the System Message radio button Select a message type from the dropdown list Click on Edit You can add variables into your messages Place your cursor where you want the variable to appear and then select a variable from the list and click on Add Add text or edit any of the text in the message Click on Save Creating and Editing Custom Messages 1 Click on Administration in the Navigator Toolbar 184 of 223 ILS User Manual 3 0 2 Click on System Messages 3 Select the Custom Message radio button 4 Select the custom message you wish to edit from the dropdown list Or click new to create a new message and then enter a type and a subject line for the message 5 Add variables into your message Add text or edit any of the text in the message 6 When finished click on Save Library Events You can create a school event notice that can be posted in your library system Patrons can view these notices from the OPAC BSE Find Event Events Title Christmas New Contact Name m Smith are Phone Number jeso 222 2222 Edit Phone Ext Delete Start Date Editing History A First Created EE End Date Created By Previous Publish Date Last Modifie
21. When someone wants to use a computer they book a time slot When a user wants to use the machine they would need to login with their own username and password Once their booked time is up the program will close The computer will log off to a password screen It will then be available for the next person who has the machine booked If anyone else tries to use it it will not let them unless they have the right password and username 198 of 223 ILS User Manual 3 0 iolxi Booking computer Date Supe T ook nce Booking Find Patron Time Computers 8 00 9 00 Computer4 Computer 2 uter 3 mpi Comput Computer F __ s00 10 00 Type P 2 10 00 11 00 Aaron 14 00 12 00 p 1200 13 00 13 00 14 00 14 00 15 00 15 00 16 00 te00 17 00 47 00 48 00 18 00 19 00 19 00 20 00 20 00 21 00 21 00 22 00 To setup a new computer please do the following 1 2 3 4 5 Go to the Assets menu and then to Computer Next go to the Computer tab and click on Add This will add a computer into the list below Do this step for as many machines as you have to enter Next you will need to fill out the computer name for each machine added This is how the program knows which machines it has password control for Once done click on save To book a computer please do the following 1 2 3 Go to the Assets
22. You can also report by classification material type and subject 115 of 223 ILS User Manual 3 0 Most Circulated Items This report will help you find your top or bottom circulated items Other Libraries Items checked in at Our Library lists items received from other libraries in the union You can limit this report by a date range and by subset Overdue Message Will allow you to create a report that you can give to your patrons asking them to return their overdue books It can be limited by date range patron Group homeroom message type and subset You can also choose to print a simple format which will be a shorter report You can also choose from list if you want to scan in individual patrons Reserve Message A report that lets your patrons know there items on reserve has come in Union Loan Statistics Lists the libraries in the Union and how many books are on loan to other libraries as well as how many each library has borrowed Uncollected Reserve List Lists items on reserve that have not been picked up by patron Union Loan Statistics Tracks loan statistics between libraries in Union Union Loan Statistics by Title lists titles borrowed from and lent to other union libraries You may limit this report by request date range and by subset Year End Statistics lists circulation activity for a year broken down by month You may limit this report by request date range and by subset 116 of 223 ILS U
23. or Outbound Outbound means the copy is on its way to the requesting library Inbound means the copy is on its way back to the owning library Reserve List To see all pending reserves follow these steps 1 Click on Circulation on the Navigator Toolbar 2 Click on Reserve List 3 The list shows title and call number of the item the name of the patron who placed the reserve the number of copies of the item available in the system and the current status of the reserve The following instructions apply to local reserves For instructions on inter branch reserves see the section in this manual entitled Inter Library Loan For local reserves reserve status can be either In Process or Available The system automatically changes the status of a patron s reserve from In Process to Available when it is checked in it need not be checked out first When checking in a reserved item you will receive a prompt asking you to confirm the patron for whom the reserve is to be filled The default is the first patron in the queue but you may override the queue at this point and assign the item to another reserving patron When the status changes from In Process to Available the reserving patron will automatically receive an email message to that effect Two other fields appear on the Reserve List Library and Pick up at These fields remain blank for local reserves they provide information only for inter bran
24. 3 Union Local 4 Filter Favorites List The Favorites List is used to keep track of items that are of interest to the patron Patrons select an item from the search results list and then click on the Add to Favorites button located on the lower left side of the window If patrons wish to move all the items from the search results list to the Favorites List they may right click the mouse and select Add All to Favorites Patrons are prompted to select a name for the Favorites List They can choose either to add the current favorites to a list that has already been created or they can create a new list 22 of 223 ILS User Manual 3 0 Once the patron has created a Favorites List they can view the list To see the Favorites List the user must click on the Show Favorites button which will bring up a search box Scroll down to find the desired Favorites List To delete an item from the Favorites List the patron selects the item and presses the Delete key on the keyboard To remove the whole list right click with the mouse and then choose Clear My Favorites Patrons may print the Favorites List if they have permission enabled in the Security function Union Local If your library is part of a union you may select to search either the local library or the entire union by checking the appropriate box in the upper left hand corner of the Simple Search screen In Advanced Search you may select one or more libraries
25. 6 In the results list click on the title of a project to see the project details 215 of 223 ILS User Manual 3 0 9 A pam Serene 30S B J By Al maten Any Ha E 1 Projects Found 1 Of 1 Pages Index 1 aise Project Tips gt Projects are designed to be Created by teachers and E Projects are Gesigned to make Z eas for stuSents to fed reinari Ba wer are designed to be rested by teachers and Vrarans 2 Pansa con Sed poets is by title or keywords a a nT SI rr Ppp ee LC om SH R E T Personal Profile Patrons can view and update their personal profiles To view a personal profile follow these steps 1 Click on My Account 2 Enter the patron ID and password and click on Log In Update Profile Patrons viewing their personal profile may update it by entering in the updated information and then clicking on Save Changes Patrons may also change their password from this screen by clicking on Change Password Reserve Patrons may view their reserves by clicking on the Reserve tab They can cancel a reserve by selecting the check box associated with the list item and clicking on Unreserve 216 of 223 ILS User Manual 3 0 Fines To view fines patrons may click on the Fines tab Items on Loan To see items on loan click on the Loan tab The patron may renew an item from this screen by selecting the checkbox associated with the item and
26. 750907707084 o a Merge Titles When items have been duplicated by ISBN LCCN or title they can be merged to eliminate redundancy To merge titles follow these steps 65 of 223 ILS User Manual 3 0 R Merge tities 05 Search for title forse and his boy d ISBN Show Me Duplicates by T ISBN I LCN T Title Select items which will be deleted Control Caio Tite uth Subject Copies 12437 FC LEW The horse and his boy by C S Lewis Lewis C S Fantasy gt Juvenile 2 18668 FIC LEW Horse and his Boy LEMS C S 1 Select an item which will be kept Preview Merge _ Control Local Call No Title Authors 2 FICLEW Time horse and his boy by C S Le_ Lewis C S FIC LEW Horse and his Boy 1 Click on Cataloging on the Navigator Toolbar 2 Click on Merge Titles 3 Select matching criteria for duplicate titles e g ISBN LCCN Title by checking the appropriate box es 4 Search for items by typing the title and then selecting the Find button By leaving the title field blank while selecting ISBN or LCCN or Title all matches will be returned 5 Select the titles that are to be merged by checking the box to the left of the title 6 At the bottom of the window choose the title you would like to keep as the master record and then click the Merge button located in the center right side of the window 7 The items you have chosen will now become merged into a single title with the
27. Advance AdvSearchMinChar 1 IZ MIN characters required in Advance AllowRenew 1 Iv Set to 1 to ENABLE Renew feature allowSearchByAuthor 1 ca LIEN A ns AllowSearchinResult 1 I Selia to ENABLE filter Search in S American 1 Language I Setto1 to ENABLE American Langu __ Arabic 1 Language I Setto1 to ENABLE Arabic Languag Archiveltem 0 Iv ArchivePatron 0 Iv Authority 1 I Setto1 to ENABLE Authority Contro BarcodePrintDistrictBa 1 I Setto1 to ENABLE District Name o CallnoT ag 084 I User defined Call Number tag if not ChangeLanguage 1 Iv Set to 1 to ENABLE language chang Chinese 1 Language Ie Setto1 to ENABLE Chinese Langua Circulation 1 ca E TOTIES Setto 1 to CirculationNotice 0 I Setto1 to ENABLE Email delivery o __ Copy Customized Fiel Copy Fie Iv Name of Copy Customized Field 1 Copy Customized Fiel Copy Fi I Name of Copy Customized Field 10 Fanu Customized Fiel Fanu Fie Vv Name of Conn Cistamized Field 2 The Customer Setting tab allows you to toggle on off the following options Web OPAC You can disable and hide the following options for the Web OPAC Accelerate Accelerated Reader activation in Web Advanced Advanced Search activation in Web AdvanceSearchForSchool Will change Web Advanced Search Interface to a secondary screen AdvSearchMinChar the minimum character requirement for Advanced Search can be turned off Allow Renew Renew activation in Web AllowSearchByAuthor Allow searching by Author in the Web OPAC
28. Boolean operators AND OR and NOT for more precise searching Use the on line help available on the first page of each search to assist you School events see school events as created within the library system by clicking on the Events link on the bottom of each page 208 of 223 ILS User Manual 3 0 Enable Disable Web OPAC features Go to the Web OPAC tab of the Configuration screen under the Administration menu to enable disable the following Web OPAC features Allow patrons to change personal information Show call number Allow patron to renew Allow patron to reserve Allow patron to book Browse subject and author index Go to Custom Settings under the Administration menu to enable disable the following features of the Web OPAC Enable disable and make visible or hide the various modules of the Web OPAC Kiosk My Account Request Media Manager and Circulation Custom Settings will only be visible under the Administration menu when you are logged in as admin Simple Search E x L N pama Jiro O e a B v A Adress I hz ma p Gede Babe O Ehpad Sian 9 E E IR R aeeoea or recor Search T je Call Ne Simplo Search Tips 1 aunt Events Log cu ANA nuoma sonare E Sine eea 4004280009059 E ELE assess E e e uO om Dreo maz Cusack 8 2S User Marca 25 Mart sample Search onune BQ man 209 of 223 ILS User Manual 3 0 To search over the web usi
29. ID admin0001 where the last 4 digit corresponds to your library id in the union 6 Enter the password 7 Assuming the information is entered correctly the system will open Tips on using the Insignia Library System Using the Navigator Toolbar AG Hills Library 1 Admin 0001 E E Circulation ETE Patrons Reports Administration Assets Acquisitions Windows Help QB Bas 2 2 2B S BS MB 2S 2a eB al O seach 739 50 Classification Circulation Cataloging Patrons Reports Administration Assets Acquisitions The Navigator is designed to provide easy access to different functions in the library system It allows staff to access most functions in the library system with a maximum of three mouse clicks 16 of 223 ILS User Manual 3 0 On the left side of the Navigator is the list of modules in the Insignia Library System When you click on one of the modules you see the features in that module under its heading Users can navigate to any module of the application from the navigator toolbar Simply click on the main module heading to see all of the corresponding features You can turn the Auto Hide feature on by right clicking the Navigator toolbar then left clicking the Auto Hide feature You can also switch between large icons and small icons Escape Key When you press Esc in Edit mode you are prompted to save or ignore changes If you are in Read mode then the cur
30. LE Circulation Types ls tem Cire Type Patron Circ Type Global Circ Type Grade Mapping Name Students Global Group 1 Student Global ka Loan Limits feo Reserve Limits fio Fine Limits 10 00 Max Fine 6 00 Overdue Limits 10 Damage Limits 6 Lost Limits K IV Defaut T Suppress Overdue Notice Editing History default type student Show Mi a Created May 10 2001 22 41 00 Sofie Created By Admin 0001 Preview Last Modified Sep 21 2002 20 08 00 Last Modified By Admin 0001 y Edit tem Group Loan Limit Max Rene Loan Perio Grace Peri Renew Per Hold Perio Fine Rate Recall Pe gt gt Acceleratedle 10 6 14Day s 1Day s 14Day s 2Day s 0 10Day 0 Day s Books 10 14 Day s 1 Day s 14Day s 2Day s 0 10Day 5 Day s Hourly Check 2 4 Hour s 1 Hour s 4Hour s 2Hour s 0 10 Hour 0 Hour s ___ manuscripts 10 14 Day s 1 Day s 14Day s 2Day s 0 10Day 0 Day s Media 2 2Day s 2Day s 2Day s 1Day s 0 25Day 1 Day s Periodical 5 3Day s ODay s 3Day s ODay s 0 10 Day 0 Day s __ Reference 0 ODay s ODay s ODay s ODay s 0 00 Day 0 Day s SN NNMawl N Ma 09 U Teacher Raen N D Peur e D Peure MMevfer N Nav s Patron Circ Type Parameters Loan Limit This is the maximum number of items the patron of this type can have out at a given time Max Fine This is the maximum fine for a patron of this type may incur for any one item Lost Limits This is the maximum number of l
31. MARC Display Settings Library staff may determine which MARC fields will be visible to patrons using the Web OPAC You can set tags for both detail and MARC display To set the MARC display settings 64 of 223 ILS User Manual 3 0 v MARC Display Setting MARC Display Setting Edit Display Tag Display Text 082 Dewey decimal call number R 084 Other classification number R 086 Government document call number R 088 Report number R Preview 090 Cal No 092 User defined call no 100 Main entry personal name NR MARC Display 110 Main entry corporate name NR 111 Main entry meeting name NR 130 Main entry uniform title NR 210 Abbreviated title R 222 Kev title R 240 Uniform title NR 242 Translation of title by cataloging agency R 243 Collective uniform title NR 245 Title statement NR 246 Varying Form of title R 247 Former title or title variations R Click on Cataloging on the Navigator Toolbar Click on MARC Display Setting You can change the MARC Display or the Detail Display by selecting the appropriate radio button on the right side of the screen 4 MARC Display will show tags in a MARC format Detail Display will show tags with a more detailed description 5 Click on Edit 6 Check the MARC tags you wish to make visible in the display of search results 7 Click on Save Close Show Me Detail Display IW979090907090
32. Show Library Check Out Receipt Set Printer Items on Loan Reserve Pay Fine Booking Fines Paid Find Loo01000010724 520 Stars A guide to the constellations 3 15 2007 0 00 Renew L0001000013428 The carousel Belva Plain 2 5 2007 0 00 Lost L0001 000012490 Piglet is Entirely Surrounded by Wate 2 5 2007 0 00 Claim Return Refresh Preview To checkout items follow these steps 1 Click on Circulation on the Navigator Toolbar Click on Check Out 3 To checkout textbooks select the Textbook Checkout button 4 Scan patron card Alternatively enter the first or last name depending on the default criteria you have defined in Configuration gt gt Circulation 34 of 223 ILS User Manual 3 0 5 Scan Barcode 6 Once the patron card has been scanned the patron s picture if available and statistics will appear 7 Scan the barcode of the item to be checked out 8 Repeat previous steps for all the items being checked out 9 Overdue items are shown in red text Items checked out today are shown in blue 10 To renew an item select the item and click on Renew 11 To declare an item lost select the item and click on Lost 12 If a patron claims that a book has been returned select the item and click on Claim Return The system will not calculate fines after today s date 13 Staff can also attach view notes for an item or patron by clicking on the Patro
33. T00 AM gt Joon 6 2007 04 00 PM K 2 6 2007 v B a Library insignia Library L v Main 71 FP union fin Z T include Copy No And Volume No h Column h Copies h Y ba ExportAmport Custom Preview Close Show Me Click on Catalog in the Navigator Toolbar Click on the Barcode Spine Label icon Specify the criteria for printing labels 3 1 Date created check the box and specify a date range to create labels for holdings added within a certain time period You can also set a time limit 3 2 Date updated check this box and specify a date range to print labels for holdings updated in a certain time period You can also set a time limit 78 of 223 ILS User Manual 3 0 13 Click Preview to view your labels 15 14 3 3 Barcode check the box and specify a range of barcode numbers to create labels for holdings covering a specific range 3 4 Call no check this box to print labels for a call number range 3 5 Author check this box to print an author range 3 6 Title check this box and click on Find if you wish to create labels for holdings that have a specific title 3 7 Created By check this box to print all the records created by a particular staff member 3 8 Copy Subset check this box to print labels for items in a certain copy subset 3 9 Location check this box if you want to print labels for items from a certain location 3 10 Status check this box if
34. The Insignia Library System allows staff to keep updated profiles of all patrons using the library This includes general information about the patron loan history circulation type and security information The Insignia Library System can also be configured so that patrons can manage their profiles themselves Patron information can be imported from any Student Information System using customizable templates or can be added manually If your school is using Insignia Student Information System then the above information is automatically loaded and updated in real time from the Student Information System AZ Patron 6 Records 129 x Find Patron Patron Additional Info Search By First Name BI Starts With B fraa Mii FirstName Last Name Homeroom Barcode Patron ID Library Phone Madeline Lewis Homeroom 1 P0001100568260 MadelineL Insignia Library 8642983 Madison Howell Homeroom 2 PO0001100392897 Madid pH Insignia Library 8657338 Madison ADAM 2E MAJD MadisonA Insignia Library 7828334 Madison BUTCHKO 2E MBJA MadisonB Insignia Library 7835797 Madison KOWALCHUK 2 3F MKKA Madisonk Insignia Library 7825363 Madison NEUFELD 142F MNJF MadisonN Insignia Library 7836402 Patron Profile To add a patron manually follow these steps 1 Click on Patrons on the Navigator Toolbar 2 Click on Find Add Patron and then click on New 3 Enter all the information that is available to you you will notice
35. Title Copies Start Volume Start Issue Renew Date Vendor gt I College amp Research Libraries News 12 68 1 01 02 2008 Baker amp Taylor Select All Unselect All Renew Close Go to the catalog menu and then Find Add Serials Next go to the renew tab 1 2 3 Enter a date range for your serials then click on find 4 The magazines that fall within that date range will now appear 5 Make sure the item is checked and then click the renew button 6 This will now create new issues for the subscription date but will not add copies Receiving Serials When you receive a serial it will add that copy into the detail record of the serial received To receive a serials title follow these steps 83 of 223 ILS User Manual 3 0 AG Magazine Find Serials Serials Detail Renew claim Receive M Search Received From M 262007 v to 302007 Vendor lt Title SESE Fina Receive Issues Select Seque l Title Volume No Issue No Ordered r Received Expected Date KIR 17 Yoga Journal 133 03 09 2007 G H C C Select All Unselect All Receive Close Go to the catalog menu and then Find Add Serials Next go to the receive tab 1 2 3 Enter a date range for your serials then click on find 4 The magazines that fall within that date range will now appear 5 Make sure the title is checked and then click the receive button 6 This will now create your copy for your serial and g
36. To sort data in a grid select a row if one is not already selected and click on the column header you would like to sort by The data will be sorted in ascending order If you 19 of 223 ILS User Manual 3 0 would like to sort by descending order click on the column header a second time Edit Mode When you are in edit mode it is important to remember the following 1 The background color of all controls is white The field that is in focus has its caption underlined and its color changes to blue making it easier to see where the cursor is 3 You cannot switch to another screen without saving or canceling the current screen 4 Any caption that is bold means this information must be entered in the field before the record can be saved 5 To expand the notes just double click on it Multilingual The Insignia Library System can support several languages To switch to another language click on Help in the menu bar and select the preferred language from the Language sub menu Item and Patron History The Insignia System is configured to hold Item and Patron Information within the database even after the patron is removed This way you can easily track passed removed items or problems that arise within the system Offline Checkout The program automatically detects if you go OFFLINE and will launch the Offline Circulation Module Marc Import Quality Check Our updated Marc import module now has ADVANCED Marc Record che
37. UTS MS T Benjamin Jaret Julian Items Loaned 0 Items Overdue 0 Fine Due 0 00 Books Lost 0 Books Damaged 0 Kaeden Kyle Kyle Lesya Madison Madison Mekayla Teacher HANISHEVY SCHMIDT TAPHORN OCHITWA ADAM BUTCHKO NIEBERGAL Patron Info SKY Kaede Kyle Kyle Lesya Madison Madison L Mekayla Loan history More Show Me Deselect All Nathan Olly Vass Sara Stephen Sydney Tatianna Tessa PORER YH WRISHKO OLESEN MONS Be SHOR NOM This feature allows rapid checkout for an entire homeroom Click on Circulation in Navigator Toolbar Click on Homeroom Check Out Select a homeroom Click on a patron picture name If you click on a patron who has an available reserve you will receive the message There are 1 reserve items available for this patron Please pick up 6 Scan or enter the barcodes of the items to be checked out to that patron 7 To renew select a patron then select the item s you wish to renewed then click on the Renew button oe Temporary Items This feature allows the library to create temporary item records or quick MARC records for circulation 48 of 223 ILS User Manual 3 0 Checkout Temporary Items Temporary Check Out Barcode 1576412 T Catalog Temporary Book Call No Fic won ISBN Title Trees of Albertal Author wong Deborah Circulation Type Book Show Me Check out Cancel To check out a temporary item 1 2 3 4
38. actual barcode to your layout right click in the barcode area and choose Add Barcode 105 of 223 ILS User Manual 3 0 10 11 12 13 14 15 To edit the size of any of the text boxes drag the edges of the boxes or else right click on the box and choose Property You may also edit the properties of the actual barcode by right mouse clicking and choosing Property You may also choose a font default is Arial by right clicking a box on your barcode left clicking Property and then selecting the button that follows the current font name Then simply select the desired font The user can select a different font for each field on the barcode for unparalleled flexibility Once you are finished modifying the layout click on the Save button Click on Close to go back to the main barcode screen Select the custom label you have created from the Report Title dropdown list Click on the Preview button to see a preview of your labels Import Export Custom Barcodes Staff can also import export custom barcodes This allows librarians to share custom barcodes To import export custom barcodes follow these steps f 2 Click on Patrons in the Navigator Toolbar Click on Barcode 106 of 223 ILS User Manual 3 0 A File Name M Category Patrons bet T Do not import existing lables a Layout Import ae l S x Import
39. automatically select New York A Set up Miscellanous Parameters q Bls Parameter IRO SSS ep Book Default 2 sound recording 3 Computers 4 Video 5 Computer File Refresh 6 electronic resource Show Me 7 map 8 microform Picture 9 Slide Remove 10 sound recording Picture E 1 videorecording Preview The following parameters have default options available Audience Category City Country Language Library Type Location Material Type Media Type MW OJO Q EMM 157 of 223 ILS User Manual 3 0 10 Place of Publication 11 Province State 12 Tax Rate Adding Parameters To add a new parameter value follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click on Parameters 3 Select the parameter for which you would like to add another value 4 Click on New 5 Type the value 6 Select the Default checkbox if you want it to be the default 7 Click on Save 3 Set up Miscellanous Parameters Ea Parameter IS Select Values peau 2 New Grade 1 Edit Grade 2 Grade 3 Delete Grade 4 Close Grade 5 Refresh Grade 6 Grade 7 Grade 8 Grade 9 Grade 10 Grade 11 Grade 12 All People Default x oN OaA E wh A Lore 004 Om Wh E on Staff can also assign pictures to material types which will then display in the Web OPAC Note Material types cannot be edited once created If you ne
40. books For example you may have x dollars allocated for the purchase of books in your library and out of that only y dollars are to be used to buy books of a specific kind The budget module keeps track for you and will not allow you to spend more money than is allocated for a given purpose To Add Update a Budget Click on Acquisitions on the Navigator Toolbar E Click on Find Add Budget 3 Click on New or find the budget that you would like to edit using search criteria 4 Enter the relevant data 5 Click on Save 206 of 223 ILS User Manual 3 0 BSE Find Budget Budget Budget Name Total Amount 1 000 00 Account No fee2a8 Amount Used 359 59 Editing History Created Sep 08 2002 10 42 00 Balance 640 48 Created By Admin 0001 Amount Accrued Last Modified 451 54 ee i Last Modified By Previous PONumber Amount Paid Amount In Order CheckNo Status 31 2003 00010000018 128 40 0 00 2356 Completed 10 9 2002 00010000006 12 84 0 00 1200 Paid 1047 2002 00010000008 25 68 0 00 900 Paid 10 9 2002 00010000007 0 00 92 02 Receiving 8 9 2004 00010000031 192 60 0 00 Paid Quotes To find a quote for an item 1 Click on Acquisitions on the Navigator Toolbar 2 Click on Quotes 3 Choose the vendor you wish to receive the quote from and type in the ISBN and Title of the item 4 Click on Find Receive EDI 1 Click
41. books on time To Change the Check In date 1 Click on Circulation in the Navigator Toolbar 2 Click on Check In 3 Click on Options button 4 Select Forced Check In Date To and specify the check in date 5 Until this form is closed or the check box is deselected all items will be checked in as if they were returned on the date specified 6 When you are finished click on Close Check In Damaged Books Staff may optionally assign fines to patrons who return items in worse condition than when the materials were checked out During check in staff can also add comments To check in multiple items without pausing ensure that Check In Damaged Books is not enabled The toggle for Check In Damaged Books is located on the Check In screen under the Options menu To check in damaged items follow these steps Click on Circulation on the Navigator Toolbar Click on Check In Click on Options Select Check In Damaged Items Scan in the barcode and press enter Specify the condition fine and comment Click on Check In NOOR WON gt 37 of 223 ILS User Manual 3 0 Declare Items Lost To declare an item lost follow these steps 1 Click on Circulation on the Navigator Toolbar 2 Click on Check Out 3 Scan in patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation 4 Check the bo
42. clicking the Renew button This Patron has 2 books out at Library One a P 20 000 Leagues Under the Sea 6 1000 facts about Space 217 of 223 ILS User Manual 3 0 Media Manager Media manager allows staff to book media objects like VCRs TVs and rooms over the web O 0 dO pee tee OO SOS L tse JocahostibraryMedaranager ten lt Brewed O Elos Ea Edan A Booi Bookanguse Equipment l Kit T Room me s Ne Media Manager Booking Tips Laar rdl ap pp og dl ree 4 thre are so orf system wal Book the Rem fr you N schedule select the date range days and blockitime and cick on book there are no conflicts system wil book E o SR a daag the tem cuvenky booked by others o tt eee E To book an item follow these steps 1 Click on the Media tab 2 Login with your patron ID and password 3 Select the media type you would like to book Equipment Kit or Room and then click on Search to see a list of all items belonging to that media type Or you may enter a title or barcode and then click on Search 4 Click on the Book hyperlink associated with the item you want to book 5 Specify the desired booking time You may specify a day or a weekly schedule You may book the item for a specified time period or block 6 Click on Book 7 Amessage will appear on the booking screen indicating that your booking was successful 218 of 223 ILS User Manual 3 0 re
43. detailed information about any room double click the item on the grid To add a new room click on the New button Enter the information for the new room including the name capacity and comments notes 7 Click on the Save button AON D o 192 of 223 ILS User Manual 3 0 Kits To search for a kit follow these steps NG Kits 3 Records 5 x 1 Find Kits 2 Detail N Kits Title Mutimedia Barcode koooro00000003 O Status bho Cancel Check Out By heck Ou Daieine EE gt Due Date Time R 2007 02 16 15 29 z T Allow interlibrary Loan a Last Check OutBy Circulation Type kit F Previous Ne Comments Las Clos Refresh Show Me Kit Components Title EE Find Equipment Over O Bogen cT60 03 08 M0001000000001 oe E Dn 9 Click on Assets from the Navigator Toolbar Click on Find Add Kits Enter your search criteria and click on Find To see detailed information for a kit double click the item on the grid To add a new kit click on the New button Enter the information for the kit including the title barcode and comments notes To add components click on the Find Equipment button Click on the checkbox beside the equipment name and select the left arrow to add this piece of equipment to your kit Follow these steps for all other pieces of equipment you wish to add Once you are done click on the Save
44. e om 1e e Ji femme PL OPE er irmas Unt BOERS tyyp oe I menday T Tuesday T wednesday I Thursday T Friday T Saturday T Sunday rreme praem CT Request Patrons can make purchase requests using the Web OPAC To make a purchase request follow these steps 1 Click on the Request tab You will be prompted to login 2 Click on Add New Request 3 Enter as much information as possible about the item you are requesting including the title author ISBN and publisher 4 Click on Save to save and submit the request Staff will now be able to see this request in Find Add Request under the Catalog menu New Additions this Release 1 Primary initial articles support for German Spanish French and English 2 30 customized fields including book reviews 3 Inventory date is now searchable 219 of 223 ILS User Manual 3 0 15 16 17 18 19 20 21 History status of an item or patron stay within the system even after they are deleted Implement Checkout history anonymous feature Offline checkout are integrated into system Ability for multiple bookings and reserves Searches are logged for catalog searching and have related reports Order by published date is available on web Equipment can be marked as non searchable on web Marc import has warning for inferior quality records Items can be locked the import program won t update locked items Tag 856 dead
45. feature can be run two different ways You can either purchase the Auto dialer card or if needed it can be run through Insignia Software Contact us for more information Circulation In the Insignia Library System staff can configure every aspect of library automation 132 of 223 ILS User Manual 3 0 zox Circulation Patron Automation Miscellaneous Catalog EDI webopac A Lost Charges 4 5 times of book price Processing fee J 5 00 Edit L Overdue fine should be included if a book is lost Close V Maxi Overdue or Damage Fine should be less than ISS times of book price Show Me Take amount 10 00 as Book Price if that book price is not set or is zero WY Declare an overdue book as lost if it s not returned after another J 120 days M Due Date e Due Date Shouldn t be beyond the Card Expiry date Term due date Due Date After Renew Today Renew Period C Due Date Renew Period M Circulation Traps L Disable Overdue Fine module Y Allow multiple checkin V Track loan history L Disable Loan Trapping module y Display overdue message Fine Due Fine Rate x Overdue Time Overdue Time Check InTime Due Time V Grace Period Library Holiday Hi heck out sort by When check out a book that has not been check in Sete H mone DY Automatically Check in First Name Give information and let user make choice Last Name V Rese
46. from the dropdown list 4 Specify the library to move the records to by selecting it from the dropdown list 5 You can choose to specify a new barcode for a copy by checking the New Barcode checkbox and entering the desired barcode number 6 Ensure the records you wish to move are selected a checkmark in the checkbox 7 Click on the Apply button Global Heading Change Global heading change allows you to make global changes to author subject title fields in the MARC record Global Heading change is useful for example if you wanted to change the series title from Boxcar children series to just Boxcar children You can also add tags and modify indicators for your items through this process To make global changes follow these steps 68 of 223 ILS User Manual 3 0 EE Global Heading Change LS 9 PISE Heading Preview Criteria Heading Type Name Subject C Series title Search Heading leus s Headings Type Tag Indicators MARC PersonalNam 0 aLewis Bernard Personal Nam aLewis Beverly Personal Nam aLewis Beverly Personal Nam aLewis Beverly a S Nam S q Clive Staples d1898 Personal Nan 0 aLEWIS DAVID L Personal Nam aLewis Debbie Personal Nam aLewis Dorothy Otnow PersonalNam 0 aLewis Edward Y amp O Brien Robert v Change selected heading to aLewis C S q Clive Staples d1898 1963 Preview New Tag N
47. introduction to mathematical modeling in physi UofA new York U QL 1 J862 Journal of experimental zoology UofA State Library of Kissimmee River Restoration Project Rutter Robert P State Library of U of A 40 of SE Lake Munson Leon County Florida State Library of Quote 1570120 Landscapes amp labscapes Kohler Robert E UofA DU or 616 Magma Magma New York N Uor A Du Of BC RA1199 Methods and quality assurance for performing acu Florida State Library of 616 Molecular imaging and biology UofA 1620 5 Nanoelectromechanics in engineering and biology Hughes Michael Pycr UofA gt 616 07 57 05 Nuclear medicine and biology UofA internet Access Orthodontics amp craniofacial research UofA Print 616 98 Parasitology and vector biology UofA L To find an item using Z39 50 Search follow these steps 1 Click on Search on the toolbar on the left 2 Click on Z39 50 32 of 223 ILS User Manual 3 0 ON 10 11 Enter the search term Select the search parameters e g Title Author Select the manner in which the term is searched e g Starts With Exact Match Any Match Specify up to two additional search terms and set the Boolean operators you wish to search by e g and or and not Select the libraries you would like to search Click on Search To terminate the search in progress click on the Cancel button To learn more about an item double click on the item in the grid This information ca
48. l Shaw Ne Textbook by Course lists all textbooks by the course they are linked to The report includes the number of copies for each textbook Textbooks Checked Out lists all the textbooks checked out You may limit this report by individual patron homeroom grade and course 119 of 223 ILS User Manual 3 0 Textbook Circulation Statistics lists circulation statistics for textbooks You may limit the report by date range Textbooks Overdue List lists all overdue textbooks You may limit the report by homeroom and group Textbook Overdue Message lists overdue textbooks You may limit the report by patron group and by date You may also specify an individual patron by using the from list option and entering or scanning in the patron barcodes Textbook Status Summary lists all textbooks in the system and their status Textbook Titles lists all textbooks in the system Textbook Year End Statistics lists textbook circulation activity for a year broken down by month You may limit this report by date range Miscellaneous Reports There are 17 miscellaneous reports Patrons Catalog Circulation Textbook Reports Miscellaneous Media Manager Amount Recovered on Lost tems Local C Union Subset ere Card Expired Message Circulation Warning Information Custom Message Library Hours Library Statistics by Date Order Details Order Summary Reserve Message Subscription
49. may also choose to print one specific patron from a list Patron Transaction Status lists the transaction status for a specific patron Lists Items Checked out Overdue List Lost Items Damaged Items Fine History Items on Reserve Booked Items and Checked out assets Patrons with Books Checked out and no Deposit lists patrons who have books checked out with no deposit Patrons with Fines lists patrons with fines Includes amount owed Prints separate sheets for each homeroom You may limit the report by patron group homeroom fine amount and subset Patrons with no Books checked out but no Refund Amount lists patrons with no books out and no Refunds Circulation Reports There are 23 circulation reports a brief description of each is given below 113 of 223 ILS User Manual 3 0 ioj xi Patrons Catalog Circulation Textbook Reports Miscellaneous Media Manager Booked items O Union Books Used In Library Local Unio Circulation Statistics by Collection Type Requested From Circulation status Fine amp Overdue Message To Homeroom Status Subset Homerooms With Most Circulation Item Circulation Statistics Items Checked Out Historical items Checked out to Other Libraries Items in Circulation items on Reserve Items Overdue Historical Library Statistics by Date Monthly Circulation Statistics Most Circulated ttems Other Libraries tems Checked out at Our Library
50. names are customizable in the setup To enter a new deposit follow these steps 97 of 223 ILS User Manual 3 0 x Patron 1 Records ixi Find Patron Patron Additional Info Save Deposit Amount 13 99 Z 262004 T Need Phone Call Service Cancel Refund Amount 0 00 Emergency Contact Firs Email Address Other 6 i Special Classes Last Councilor Clase Extra Credits Lunch Program Work Number Phone Number Other B Religion Sports Click on Patrons in the Navigator Toolbar Click on Find Add Patron Find the patron you want to add the deposit to Click on the Additional Info tab Click on Edit then enter the deposit amount Then click on Save to update your changes If you wish to refund the deposit repeat steps 1 to 3 Then when clicking Edit enter the reftund amount and click on save to save your changes eee eS 0 enter a patron custom field follow these steps Click on Patrons in the Navigator Toolbar Click on Find Add Patron Find the patron you want to add the custom fields to Click on the Additional Info tab Click on Edit then enter the values in the desired box 5 1 Then click on Save to update your changes AP a SS Create a New Patron by Copying an Existing One Copying patron information is useful when the librarian is entering data for siblings To create a new patron by Cloning follow
51. on Import From Clipboard 12 Click on Save 13 If the record already exists in your system you will be asked if you want to save skip or create a new record Creating a new record will not add an additional copy to the record in your system they will both be treated as separate entries 73 of 223 ILS User Manual 3 0 MARC Import Options When importing data librarians can specify what information is to be imported into the Insignia Library System To specify which tags should be imported follow these steps 1 Click on Cataloging on the Navigator Toolbar 2 Click on MARC Import Options 3 Click on Edit 4 Select the tags or subfields that you DO NOT want to include when importing MARC records 5 You may also specify a range of tags that you do not want to be imported in the Other Tags field Range is separated by and individual tags are separated by a space 6 Under the Subject tab librarians can select types of subject headings not to be imported Import Authority Records Importing an authority record is almost the same as importing a bibliographic record To import an authority record follow these steps S Import Authority MARC K 15 x File g Import Import From Clipboard Import Options This file contains authority records for T Author T Subject Review Every Record Unmatched or Existing C No Review Show Me Close From a File 1 C
52. releasing the lock If this happens then no one else can edit that record By using the In Use monitor staff can see who is using the module and can remove the lock To see who is using the Insignia Library System follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click on In Use on the Navigator Toolbar 3 Select the desired module from the dropdown list 4 To unlock a given record select the record and click on Unlock 5 If you want to see who is logged into the Insignia Library System select Current Users from the dropdown list 180 of 223 ILS User Manual 3 0 Record In Use 1 Records Locked_at Time_Locked Locked_by Rachael Lisa McKinno ISCDEYL Dec 04 2002 13 53 Admin 0001 Inventory In the Insignia Library System inventory is a simple two step process You may choose to inventory the entire library or any part of it Inventory may be discontinued and alternatively re continued at any point Staff may also use hand held scanners for inventory and then specify the file name in Import from File In this way incoming records held in the imported file are compared with the current collection to discover unexpectedly lost copies We have also added the ability for you to search and use the inventory date within the system You will be able to use this feature in reports and search mechanisms 181 of 223 ILS User Manual 3 0
53. scanner 6 Once you are done scanning or importing the barcodes you can click on the Print button to print a list of all the items that have not been scanned and are therefore missing To finalize the inventory process and change the status to Missing click on the Change all un scanned items to Missing button 7 To see the Miss shelved items during the inventory process select the checkbox for Check Miss Shelved Items Once you are done the inventory you can click on the Print Miss Shelved button to print a list of all 182 of 223 ILS User Manual 3 0 the items that were Miss shelved You must select the Check Miss Shelved button from the time you start inventory in order to retrieve a complete list 8 You may choose to delete missing copies Choose an inventory date range and then click the Delete button You may also choose to delete items without copies by selecting the check box 9 The system will treat items that are currently checked out as accounted for in the inventory so there will be no need to re scan them these items Customize Captions The Insignia Library System also includes many Q cards and captions to help you within the program We have added an option that allows you to customize these features to your own needs 1 Click on Administration in the Navigator Toolbar 2 Click on Customize Caption 3 From the Category drop down menu cho
54. staff verify the criteria of any global changes process since GLOBAL CHANGES ARE IRREVERSIBLE You may also apply Global Changes to subsets by choosing the Apply to Subset checkbox To make global changes follow these steps Click on Administration in the Navigator Toolbar Click on Global Changes Select the global change you would like to make Define the parameters if any Click OK M GM 164 of 223 ILS User Manual 3 0 6 Confirm the changes if you are sure 1915 Warning Once confirmed global changes are IRREVERSIBLE Criteria Change copy location Change Homeroom Change item circ type Change patron circ type From rooms z Change patron group Room 143 v Change Copy Location Change patron s expiry date To Change patron s grade Delete all the patrons in a grade Delete copies that are marked To be Delete Delete events Delete inactive patrons Delete tems by call No Delete items by date created Delete items without copies Beast Delete lost copies Disable expired patrons Disable patrons in a grade Main Floor Cats and Dogs Forgive patron s fine s Close Show Me Purge loan history Power Global Changes The Insignia Library System also adds this powerful new feature to search for and make global changes to your data It is important that staff verify the criteria of any Power Global changes you wish to make since power global changes are ir
55. system Get Captions from Database Turning this option on will force the system to grab the captions from the Database Catalog Staff can specify different parameters that affect gol ing E Configuration Sey x Circulation Patron Automation Miscellaneous j EDI l webopac f Catalog V Catalog temporary book during checkout V Bypass authority validation Edit V Apply basic punctuation rules V Capitalize call number Close v Add copy when importing or creating a new bibliographic record Show Me V Keep audience when importing bibliographic records Display previous and nec zo records when browsing shef list V Automatically generate copy barcode V Focus on Search by Search Barcode Format Maximum records returned from query 20000 Z Patron Quick Barcode m Search Item by Ll Copy Quick Barcode Search By Title m L Ignore Leading Zero Default Marc Mapping Format NONE ha x s Classification System m Default Conditor Cine New ts dL Z23950 Search y Set connection time out seconds 15 greater than 10 less than 60 seconds Catalog Parameters The following parameter can be set for cataloging 139 of 223 ILS User Manual 3 0 1 Should the user be allowed to catalog temporary items Should you bypass confirmation for authority record validation when a MARC record is being saved Should call number be capital
56. teacher Create Warning Message to a Patron If Patron s Fine Exceeds 10 00 If Number of Overdue Items exceed 3 If patron s card expires in 15 days Insignia Library lt 4 TY Use Canadian Enalish Patron ID Use American Enalish Password Confirm Sounds Librarian can specify different sounds for circulation Update Insignia Software regularly provides updates to the Insignia Library System Qualified customers receive update files providing new features via electronic transmission To use this feature you must specify the location of the update file you have received from Insignia Software note that the field in which you can specify the update path will be visible on the Automation tab only when logged in as admin Once you have set the path and placed an update file in the selected directory you may update your library system by clicking on Help from the main menu and selecting Update The update should be done under supervision or with help from Insignia Software If the Auto Update box is checked the system will automatically detect a new update according to the update 137 of 223 ILS User Manual 3 0 path When the system is started it will prompt the user to update Miscellaneous This section allows you to specify the Media File Path for any multimedia materials and or Show Me Videos You can also control the Windows NT Security integration from this scree
57. that each Patron Group has its own interface 96 of 223 ILS User Manual 3 0 4 If the barcode is left blank it will automatically be generated for you 5 To add a patrons picture click on the picture frame and select patron s picture or click on the Add Picture button directly below the frame It is strongly recommended that the file format for pictures be jpg and the size be less than 15K 6 Click on Save Pree Find Patron Patron additional info Barcode Patron ID flesieyF Lastname Finen T FirstName esiey Homeroom No Homeroom Y Middle Name am Nick Name Clear Picture Gender Male Female Patron Group OFirst Name A O Mark O Other y Issue Date Circ Type Staff Expire Date Date of Birth Library insignia Libra Loan History Set Security Status Phone No less 555 5555 Ext i Fax No Email E Address 522 Southbenaway Country v Posteicoce rran ooo Notes Created Nov 24 2006 8 19 00 Created By Admin 0001 Last Modified Feb 15 2007 14 41 00 Last Modified By Admin 0001 Editing History Additional Info tab The additional info tab will allow you to track deposits for items in your library Entering a value into the deposit field and selecting a date will allow you to track deposits made for that patron We have also added four custom fields to this tab you can use these fields for any value or information needed The field
58. the Circulation tab in the Configuration screen under Administration dropdown menu By default the Track Loan History option is turned off see Chapter 6 Administration for more information Security Profile The Insignia Library System supports user level and group level security Therefore staff can set permissions for an individual patron or for a group of patrons It is strongly recommended that permissions are assigned to groups only After group level security has been assigned patrons should be assigned to their appropriate groups Extra privileges can then be assigned to individual patrons over and above their normal group permissions To learn more about security see Security Setting in Chapter 6 Administration 100 of 223 ILS User Manual 3 0 Setting Patron Passwords If the library has been configured to allow patrons to change their personal information each patron will have a login password The library system can be configured to set a default password for each patron To change a patron password 1 2 3 4 5 Click on Patrons in the Navigator Toolbar Click on Find Add Patron Find the patron whose password you would like to reset Click on Set Password Type in a new password then confirm the password and click OK to save it Change Security Permission To set patron security follow these steps 1 2 3 4 5 6 Click on Patrons in the Navigator Toolb
59. the edges of the box or right mouse click on the box and choose Property You may modify the properties of the actual barcode by the same methods To select a font right click on a box and select Property Click on the box beside the font example once you are in the Property screen When you are satisfied with your layout click Save You can then click Close Once back to the Barcode Spine Label screen select your custom barcode from the Custom Layout box Click on the Preview button to see view your layout If you are satisfied with your layout click on the print icon to print your labels Serials The Insignia Library System has an integrated serials module It keeps track of information for periodicals such as subscription costs expiry date and anticipated date of arrival for issues It also allows staff to renew serial subscriptions receive issues and to create routing lists To add a new Serials title follow these steps 81 of 223 ILS User Manual 3 0 1915 Find Serials Serials Detail Renew Claim Receive N Title Yoga souna Call No poo ISSN EE Copies i Frequency n m gt Max Issues hS Publisher DO y O Pub Place oo Material Typ Vendor y Subscription Cost sooo Editing History gt Notes d Rey from Wednesday November 01 2006 crested Jan 09 2007 8 56 00 Created By Admin 0001 Last Modified Comments Last Modified By Admin 0001 Subscribe Fro
60. the left side of the panel Title Author Subject Call Number to search by a different criterion 6 To acquire the details of any items returned by the search simply double click on the desired item in the grid This information can also be acquired by right clicking the item then left clicking on View Detail M GM Z39 50 The Z39 50 search allows patrons to search other libraries that support Z39 50 information retrieval protocol This includes most of the public and university libraries all over the world The Z39 50 search also allows staff to compare and then import MARC records from other libraries into the Insignia Library System 1915 T Select All Search Condition Deselect Al Find laea Title Starts with C and Or And Not Catalog tt Library List Find mm O cadis Title Starts With Y C and Or And Not Mamicus 0 Find Title lt Starts with f Show Me O Australia Univ O Boston Univ O Brown Call No Title Authors Library D C SU E QH541 5E8 Data of the Biology Phase Florida portion McNulty J Kneeland State Library of Emory Universit SS Ethics and anthropology Cantwell Anne Marie U of A Qoc QH308 5 Graphic survey of biology Weckstein Abraham UofA Maricopa 574 119205 The international journal of biochemistry amp cell biol UofA Owu QK 715 558616 International journal of biotronics UofA National Library 612 0015118 An
61. 0 ma 2 North Peace Senior Secondary Admin 0001 lle x File Search Circulation Catalog Patrons Reports Administration Assets Acquisitions Windows Help Qa o A a SRW essai AA Search E Insignia Search 16 Records found a L Search Condition Liste Find leal Title v Starts With v Advanced E E E T Deselect All ri es T L E And Catalog tt n Title gt stats win Gose f E m and or adnot 739 50 E Academic 8 Find Title gt Starts with lt School 8 g Items Call No Title Authors Library Classification 636 8 MIL Cats Cats in the wild Edited By Wilsons Miller Michaela 1961 Academic 811 54LEE The cat and the wizard Lee Dennis 1939 Academic VID ANI Animal families The cat The hamster Academic Authority 636 8 BES The cat book 1 Marianne Academic Search 599 74CLU Cat Clutton Brock Juliet Academic Catecholamine research from molecular insight Academic I A catalogue of the valuable and interesting colle Spalding Thomas M Academic Insignia E Catalogue of the tiger beetles of Canada andthe Freitag Richard Academic Catalogue of the tiger beetles of Canada andthe Freitag Richard School Circulation A catalogue of the valuable and interesting colle Spalding Thomas M School Catecholamine research from molecular insight School Estaloging 59974CLU Cat Clutton Brack Juliet School Patrons 636 8 BES The cat b
62. 0 ot 0 The cat in the hat Dr Seuss on the loose UBC 0 of 0 Green eggs and ham Buc of 0 Your favorite Seuss Mune 5 of 5 Green eggs and ham in Latin Copies _ CallNNo Barcode Volume Status DueDate Location 4 Print The easiest way to accurately catalog items in the Insignia Library System is to use the Z39 50 search To catalog a Z39 50 item follow these steps Click on Cataloging on the Navigator Toolbar Click on Find Add Item Click on the Z39 50 button Enter search criteria applying additional filters if desired Select any Z39 50 server s you would like to search from the Library List Click on Search Double click on the title to see more information To import the MARC record click on Catalog It 58 of 223 a1 for oND ILS User Manual 3 0 9 To edit a record click on Edit 10 Make any necessary changes and click on Save Copy Information Add a Copy for an Existing Title na Title Carols by candlelight Pamela Wyre Basic Information Notes Subjects tem Customized Fields Marc Code Copy Information Copy Customized Fields E Information Save Title Carols by candlelight Pamela Wynne Call No Author Wynne Pamela of Copies 1 Copy Barcode Loo1 000013009 Relink Call Ho CWYN Replacement cost 0 00 Volume Copy No h Circulation Type Book lt Price 0 00 Statistics 2 2 Circulation Date 1418 2
63. 00 Last Modified By Admin 0001 Merge Vendors To merge vendors follow these steps Click on Acquisitions on the Navigator Toolbar Click on Find Vendor Click on the Merge tab Search for the first vendor to be merged From the search results on the left select the vendor to be merged by checking the box to the left of the vendor s name Then click on the Add button located near the center of the screen 6 Search for and add the other vendor s to be merged by repeating steps 4 5 7 With at least two vendors in the Selected At least two box you must now select the name into which these vendors will be merged Search for and select the new vendor then press the Add button located near the bottom of the screen The new vendor should appear in the New box Click on Merge The vendors you selected are now merged into the vendor listed in the New box arwN gt 205 of 223 ILS User Manual 3 0 Pale Find Vendor Vendor Merge Search By ar gt a Select for merging Selected At least two L abe Vass Vender Merge o Deb vendor EE Close S Future Shop Add gt Select All O Johnson Distributing Deselect All L McMillan Publishing Clear C NBS National Book Service Show Me M Vass vender New Add gt gt Yass Vender Budgets The budget module allows staff to keep track of the money spent on
64. 007 7 Vendor gt Status In X Copy Loan Status Close Condition Damaged B Last Check In by Lesley Finnen C main gt Date Out 19 2007 12 55 PM TE Budget X Date In 20712007 B F arcode P O Number Dae ios Sal I Allow Inter Library Loan T own ar Library 0001 Insignia Library Demo Te Owner Insignia Library Demo be Notes Export Accelerated Reader Test No Setas Check Out Defaut Notes Level i evel Points Apply Inventory Date 1 H beire To add an additional copy for existing item follow these steps Click on Cataloging on the Navigator Toolbar Click on Find Add Item Search for the item Select the item and click on New Copy Enter the number of copies you want to add and click OK Enter the barcode or allow the system to generate the barcode 7 Ifyou are adding more than one copy the Set Barcode screen will appear allowing you to choose whether you want the system to generate barcodes automatically from the first available number or set them individually yourself 8 Save the record Optionally you can use the Next and Previous buttons to switch between copies By 59 of 223 Or So TO S ILS User Manual 3 0 selecting Edit you can change the details of the copy currently selected Accelerated Reader Accelerated Reader Test No Levi Points Staff can enter Accelerated Reader information located in the bottom right corner of the
65. 2 aans a Close ae a Refresh ee ns Show Me Grade 5 em Grade 6 Stuers Grade 7 laes 2 Grade 8 faucets rade e Grade 10 Sues Grade 11 fatuderts Grade 12 uers Grade 13 uers Kiosk Categories The Insignia Library System allows the addition of new kiosk categories and deletion of existing ones as long as they are in use Staff may also assign new pictures to kiosk categories AQ Category Category gy Animals Cats Dinosaurs Dogs B Fish Eaz Insects ZN Reptiles Arts g Famous Places Geography A Continents ZR Countries History Inventions Literature E Maps Music To add a kiosk category follow these steps 156 of 223 ILS User Manual 3 0 1 Click on Administration on the Navigator Toolbar 2 Click on Kiosk Categories To add a main category simply move to Step 4 If you wish to add a subcategory click the sign then right click on the desired category and move to Step 4 Click on New Type in the name of the new category To assign a picture click on Icon and select the file Click on Save NDNA Parameters Default parameters are used to set the default values which will automatically be displayed when adding a new record Suppose you set the default city to be New York Whenever you enter an address the system will
66. AAA ieee OS 8 A Address E hsp rea e Perform Sear Tg e aterm muet sbe at T h eR T BS IAL Braves 200 IE eE hime by Ke v e Googles T H ed wg O Endra f Ris 9 D r Le la lna leas La ls ea eh History Search Frank P F Sort Results By Tue Z F Search In The Result Previous Author Index Next 1 Local r of titles held for each subject or author is shown in parentheses Advanced Search Advanced Search allows the user to refine their search criteria and to use Boolean operators To use Advanced Search follow these steps 1 Click on the Advanced tab 2 Select the library to search from the In Libraries list To select more than one library use the Ctrl key or you can choose All Libraries 3 Enter your search terms and choose the desired search criteria and Boolean operators 4 You may limit the search by language media type audience and publication year To select more than one value in a list use the Ctrl key 5 The results may be sorted by title author subject call no or ISBN depending on what you choose from the Sort Results By box 213 of 223 ILS User Manual 3 0 h DGD m Sere OSS B Ss Find Planets By Keywords Z wien Sawn E and Cor C and Not Find By Keywords E with Stat ap 9 Advanced Search Tips f 7 Yov can padorm bacees saach lr parametar Totag ia te Gopdown Eat To get more information about an it
67. ALAN TSA L E AE E A 87 ILS User Manual 3 0 PUBLISHER T 88 Adding a Publishers icies st sce tice Head wide a deean ee 88 Merge Publishers x ipccci i ine ies Gs ee ee 89 DESTROY CHANGE COPY STATUS 90 Deleting COPIES tics sste i Wiest Ne a aN eet esd 90 Change Stats 0 i ciiks aes oa seeds elastase setae Sa eet oes 90 Change Cite TYPES noni eE hee rele ag EERE 92 PURCHASE REQUESTS cccsessssecececeessnsececececeeseneaeseesceesesseaeeeeeeeenes 92 AUDIENCE GLOBAL CHANGE 94 ITEM ARCHIVING ccccccecececececececececececececececececececececececececececececesececs 94 PATRONS sessssssssnsscssssscsosessccanssenssdeetsocsssssesesdeutiesseccecossbectesesoassssecdessss 96 PATRON PROFLE TT 96 ADDITIONAL INFO TAB ccccecececececececececececececececececececececececececesececs 97 Create a New Patron by Copying an Existing One sss esse 98 Create a New Patron from a Template esse esse eee eee eee 99 CREATE A NEW PATRON TEMPLATE s 99 PATRON LOAN HISTORY ccccccececececeeececececececececececececececeeecececeseeecs 99 SECURITY PROFILE aat fs eset raii ta Z EST tear Sone Iaa Za 100 SETTING PATRON PASSWORDS c sssssssesssssssssssssssssssesssssssseseeseees 101 CHANGE SECURITY PERMISSION eee 101 CREATING SUBSETS sessvssviesesiseseestoevseues dese veseviousehasvedeubereedeussveudseeas 102 APPLY GLOBAL CHANGES TO A SUBSET ccccccccesesecececeseceeeseseeeeeee 102 PRINTING PATRON BARCODES ccc
68. Add Item and then click New Select the Bibliographic Item Type Click on the MARC Code tab Place the cursor in the value field corresponding to the MARC tag and subfield you wish to enter Enter the desired information To see how the record will appear to patrons click on Preview To get subject or author headings from the authority records click on Authority Enter the search term and click on Search Click on any line of the returned search Items using this heading will appear in the Items box on the bottom of the screen Double click any of the items in the Items list This will bring up the Item Information box Click on MARC tab 56 of 223 ILS User Manual 3 0 13 To add a heading to your new edited MARC record quickly click on the tag you would like to link e g 150 until the entire line appears highlighted 14 Select the highlighted item and drag and drop on the MARC grid of the new edited record Adding a New Tag 15 To add a new tag click on New Tag 16 Enter the tag number e g by typing in 650 the system will automatically jump to tag 650 17 Click on OK 18 Specify the content for the field Adding a New Subfield 19 Select the tag where you want to add a subfield e g 650 20 Click on Subfield on the right side of the screen 21 Select all the subfields you would like to add 22 Click on OK Changing Subfield Order To chang
69. Costs Union Libraries Vendors Order By Edit List Preview Close Show Me 120 of 223 ILS User Manual 3 0 Amount Recovered on Lost Items lists amounts charged paid and waived for lost items You may limit this report to a subset Budget History lists budgets and provides summary of transactions for each order You may limit the report by budget dollar value range Budget List lists budgets with value summaries You may limit the report by budget dollar value range Card Expired Message prints notices to send to patrons with expired memberships You may limit the report to a specific patron by date range but patron group and by subset Circulation Warning Information prints warnings attached to patron records This report can be limited by subset Custom Message prints custom messages to patrons You may limit the report by message type patron group homeroom and subset Fine Message prints messages to patrons regarding fines You may limit the report to a specific patron patron group and by subset You may also choose to exclude overdues exclude lost fines and exclude damages It can also be printed in a simple format and for the libraries you specify Holidays lists holidays as specified in library info You may limit the report to a date range Library Hours lists library hours as specified in library info Magazine Claims Shows serials that have been claimed Order Details provides details on order
70. E A 167 TIMPOR TD ET CTT 168 VEAP TAGS S202 coef coat E Bho ce ac Tac be hee oe ae ot Rete ate 169 IMPORT PATRONS ccccecesecececececececececececececececececececeeececececececeseeess 171 7 of 223 ILS User Manual 3 0 IMPORT LOAN DATA ss ccscoieciudsoveuetievieusehioveusnseveeaiuldoveveubevveusthauseeseees 172 IMPORT TEXTBOOKS ccccccccececececscececececececececececececececececeeeeecesesess 173 IMPORT ACCELERATED READER sse 174 OFFLINE CIRCULATION ccccccccecececececececececececececececececececeeecececeeecs 175 EXPORT DATA E E E E A EATE 176 Export Item nenn a E E E 176 Export PAOS eeen hese aie e a E 177 Export LOAN Data sisean siiani ei a AA a EaR REES 178 Export Fine Informa sss sss ee eee eee eee 179 DNAD MONITOR E eon Hee aero Re eared 180 INVENTORY TTT TTT 181 CUSTOMIZE CAPTIONS cccccccccececececececececececececececececececececececeeeeecs 183 SYSTEM MESSAGES scsesssssssssessssssssssssssssssssssssssssesssssssssesssseeees 183 Editing System Message sese 184 LIBRARY EVENTS is i355s 00035030500055adeeebs0oscevesaveesbsoeescsbesavevebsvdeebevvaves 185 RESCAN BARCODES nasman aa a aa e e 185 ASSETS ESE E TN 188 TEXTBOOKS Sansaro ranne a aaa a ecb Eae Ba aaa 188 Creating Titles sonene dirae eie ETHAEE Hades a 188 Linking Titles and Courses sss ses sese 189 Adding Delete COurre sese ee eee 190 Order Slats r es Beste oes iain sess Sal aoc Seda ean eee eae a 190 TEXTBOOK BARCODES cccccccecececece
71. Global Change To make global changes for material type follow these steps HE Material Type Glohal Change o x Criteria X Call No From frer To frer Material Type enot Specified gt Circ Type C Subset Change Material Type To Reference Show Me Close 1 Click on Catalog on the Navigator Toolbar 2 Click on Material Type Global Change 3 You may specify a call number range 4 Specify what Material Type is to be changed Or you can specify a Circ Type to be changed 5 You may also specify a subset for the global changes Once you have made your choices 6 Click on Apply Note The larger the number of records affected the longer it will take to make the global changes requested 77 of 223 ILS User Manual 3 0 Print Barcodes and Spine Labels Barcodes and spine labels can be printed by clicking on Barcode Spine Label in the Cataloging module Barcode labels can also be printed directly from the Copy Information tab within an item record To print labels follow these steps AQ Barcode Spine Label Type selection IV tems Only T Serials Only Criteria MM Date Created T Date Updated T Barcode I Call No T Author T Title T Created By D Yolume FP Issue IS Magazine date T Copy Subset T Location T Status T From list Start At Row Order By Custom Layout IV Custom 1 2 3 From To ozn 6 2007
72. ILS User Manual 3 0 Insignia Library system Version 3 0 User Manual 2 of 223 ILS User Manual 3 0 Insignia Software Corporation copyrights 1999 Printed Sept 2006 3 of 223 ILS User Manual 3 0 WELCOME sivssvessctescasesussvetcssecvesotevseesestesdesatsvestevesnstesvesesesessessecseseets 10 SETUP icssscesscstonsseccescevessnseshovdsonesseonaesdecieseasenoevestesdasessetsesntenteseedessesees 11 INSIGNIA LIBRARY SYSTEM SETUP csccccccccsesesssecceeceesessaeeeeeceees 11 Installing Internet Information Sere sees ee eee eee ee eee 12 Installing File Print Sharing for Microsoft Networks 12 Install Client for Microsoft Network sees sees eee eee eee 12 INSTALLING INSIGNIA LIBRARY SYSTEM see 12 GETTING STARTED T 15 USING THE NAVIGATOR TOOLBAR ss scccceceesesssceceeeceesessaeeeeeceees 16 DEAR CHlivssieccuscsccccsstacsssesesicotocciavssseestooscssandcbecessssecs caveseus ontsesssesete 22 IMPORTANT FEATURES aeii o secede svscud de EAEE EREEREER 22 ADVANCED SEARCH veesde5 isc ct Woes Susdus Sac A E TREENER 23 AUTHORIT Y omea sbec betes es adic ik Sees Sos eae eevee aes aa Weet RES eNE 26 GLASSIBIGATION 3 3 3ccs30ede tees csdic duct ees fo susdue Sac E Men TEENER 27 INSIGNIAS 22 ere oobi Bie es oie E AH aes Reaves a 28 KIOSK TTT 29 SIMPLE 1525 58 eco A A Soe Mesa E EH eae Reese at 30 LB DOE TTT 32 CIRCULATION issscccssescssncssossssoxessbsceveacsseaxessesssnssescbeveonaseesessnaeevenasse 34 CHECKOUT mo
73. LE DISABLE WEB OPAC FEATURES see 209 SIMPLE SEARCH RE eE coeds ide sand ced eve sedupen Zag oho 209 FAVORITES LIST sar akda ERNE A a E OR Sduvandeccdesveedss 210 BOOKING atana a e E tA cal ae AN essed Rae se 211 AUTHORITY SEARCH TTT 212 ADVANCED SEARCH 02058 c0325c sect Mees do esduc tases tus A NERA oTe 213 KIOSK SEARCH TTT 214 PROJECTS TTT 215 PERSONAL PROPILE ada ZER fe Aag tact tes do subdue ZEH E Za eEG 216 Update Profpil s tiia ects a sivas etek tink asta ene EN 216 PURE Ste cece each ch alte M teh teach oh Bee tad tiem teach a 217 MEDIA MANAGER ise 22 2 eciscsdeenven amp fies aatetis Riess HAR Bea 218 REQUEST a ctt cite enteeleatc Ra BAR Aa eA eats Have eRe 219 NEW ADDITIONS THIS RELEASE sse 219 9 of 223 ILS User Manual 3 0 Welcome Welcome to Insignia Software Thank you for choosing the Insignia Library System for your automation needs At Insignia Software we strive to exceed the expectations of our customers We listen to our customers and work very hard to provide the features they want Innovation and customer satisfaction is what we strive for at Insignia Software We shall continue to provide complete cost effective solutions to our customers through innovation Thank you again for choosing the Insignia Library System Your complete satisfaction is important to us and we value your comments and feedback Insignia Software offers the following products Insignia Library System Insignia Student Informatio
74. Library Library Information Office Hours Holidays Semester Block Category Seconday School Holiday F 004 Year V Copy From Last Year Add Holiday Holiday Name ate lew Year s an an New Year Jan 01 2004 Jan 04 2004 Family Day Feb 16 2004 Cancel Show Me Select All Deselect Print Semesters Semesters are used in schools and academic libraries but are not used in public library environments Semesters are used to calculate due dates and can also be used to checkout regular materials or textbooks 130 of 223 ILS User Manual 3 0 AZ Library 3 Records Found oxi Find Library Library Information Office Hours Holidays Semester Block Category Hion School No of semesters in one Academic Year 3 Date From Date To ist Semester T aug 30 2002 lt Juan 28 2003 B 2nd Semester Feb 01 2003 X Jun 28 2003 id 3rd Semester f 44032003 faug282003 To create semesters follow these steps 1 Click on Administration on the Navigator Toolbar Click Library Info Click on the Semester tab Select a category and click on Edit Or to create a new category click on New and enter a name for the category Specify the number of semesters Specify date ranges for semesters Click on Save As you can see creating new semesters is consistent with creating new Holiday Categories AON ONO Blocks You can specify the number of bl
75. Material type is part of the title or will appear beneath it ShowNewBookRequest Request tab can be hidden ShowOnLoanBin Set to enable or disable On Loan button ShowOnReserveBin Set to enable or disable On Reserve button ShowPatroninfoBtn Set to enable or disable Patron Info button ShowPublishedDate Set to enable or disable Published Date Column in Web ShowSectionOfAWorkinTitle Set if 245 n and P fields viewable within records 145 of 223 ILS User Manual 3 0 ShowShelfListBtn Set to enable or disable Shelf list button in Web ShowSubject subject can be displayed in item records ShowWebLink Set to enable or disable Web links in Web OPAC WebCirculation Web Circulation can be enabled WebShowMARC allows patrons to view MARC records Library System The following options can be turned on off within the Library System AdvancedMediaManager Enable to view Advanced Media Manager AllowCheckinOtherLibrariesBook Will allow other libraries items to be checked in at your library AllowCheckinOtherLibrariesTextbook Will allow other libraries textbooks to be checked in at your library American American Language Arabic Arabic Language Archive Item Set this option to Turn on off Item Archiving Archive Patron Set this option to Turn on off Patron Archiving BarcodePrintDistrictBased Set this option to have all Barcode in your District use this Name Call No Tag User defined call number tag if not using standard Chinese Chin
76. Period This is the number of days hours weeks months or semesters an item belonging to this circulation type can be loaned to a particular patron Grace Period This is the number of days you wish to allow as a grace period for patrons If you do not want a grace period set the value to 0 Renew Period This is the number of days patrons can have particular items renewed for Fine Rate 151 of 223 ILS User Manual 3 0 This rate is the amount you wish to fine patrons per day or hour for specific items Hold Period This value represents the number of days you wish items to be held on reserve for Recall Period This value represents the number of days set for a recall Patron Circ Type Staff can choose to create new patron circ types in order to assign specific privileges Privileges can vary between different patron circ types To create a new Patron Circ Type follow these steps 1 Click on Administration in the Navigator Toolbar 2 Click on Circ Type 3 Select the Patron Circ Type tab 4 Click on New 5 Enter the new patron type 6 Check the Default checkbox if you want this to be the default type 7 Click on Save You will see the list of all the items in the grid below 8 Double click on an item in the grid This will bring up the Loan Trap screen 9 Make the changes in the parameters for details on parameters see below 10 Click on Save 152 of 223 ILS User Manual 3 0
77. S eni View Through Computer lt ai gt ba G Y Last Event Events On Aug 09 2004 09 50 48 Yl Type ku Show Me To send the event log to Insignia Software follow these steps 1 Click on Administration in the Navigator Toolbar 2 Click on Error Log 3 Specify the parameters if any 4 Click Send Out Although it is possible to clear the error log we do not recommend it To clear the log just select the desired criteria and click on delete Backup Backup can be done manually or it can be scheduled By default backup is done every night at 12 00 AM The backup file is saved in the default backup directory of the SQL Server This directory should be backed up every night by tape or suitable substitute 166 of 223 ILS User Manual 3 0 asi M Schedule Enable Backup Disable Backup Close 10 0315AM N Show Me To manually backup or create a schedule for the library system 1 2 3 4 To create a new backup schedule you must make the 5 Click on Administration in the Navigator Toolbar Select Backup Click on Backup to start the backup first backup by clicking on Backup check that the Insignialibraryoackup bak file is being backed up on another computer or to tape drive and that the date is current This will allow you to restore the system in the event of a problem with current data thus backing up the Insign
78. Serial follow these steps 1 Click on Cataloging on the Navigator toolbar 2 Click on Routing 3 Scan or manually enter the barcode of the issue to be routed 4 Select the Reader List desired from the dropdown box The list will be visible in the grid below 5 Click on the Routing button 6 If the item is being signed out to the Reader List a pop up message will inform you that the issue status has been changed to Routing 7 If the item is being signed out to individuals on the Reader List you will be asked to confirm which patron the item will be signed out to first Binding Serials The Insignia Library System allows staff to bind serials To bind serials follow these steps HE Serials Binding lol x Barcode Copy No is Bind Volume fi33 Issue Cancel Call No U YOG Price fr 40 00 Show Me Vendor Circulation Type Periodical Location Main Circulation Date Notes LO001 000004 LO001 000004 LO001 000004 LO001 000004 LO001 000004 1 Click on Cataloging on the Navigator Toolbar 86 of 223 ILS User Manual 3 0 2 Click on Find Add Serials 3 Search for and select the serial title that is to be sent to the bindery 4 Click on Binding 5 Select the items in the grid which you wish to have bound 6 Enter the barcode for the bound serials or the system will automatically generate a barcode 7 Click on Bind this will prevent se
79. Template Librarians can create an unlimited number of item templates They can use these templates to eliminate redundant manual entry while cataloging To Create an Item Template 1 2 3 4 oo 7 Click on Cataloging on the Navigator Toolbar Click on Find Add Item and then click on New Select the appropriate Bibliographic Item Type Specify the information you would like to save as a template Click on Save As Template An Item Templates box will appear Select Create New Enter a name for the template and click OK Cataloging from an Item Template Click on Cataloging on the Navigator Toolbar Click on New Item from Template Select the appropriate template from the list and click OK Add information to the template as required then click on Save 55 of 223 ILS User Manual 3 0 Catalog Titles Using MARC Interface 2 Title Tree House Canadian Family Oct Nov 2003 Delete First Tree House Canadian Family Oct Nov 2003 h Book Previous a MAG Me Last MS Close 949 i 9991345 s MAG TRE Biblioth que Somerset Library Authority New Tag Subfield Preview Save As Template If you prefer to catalog using a MARC interface follow these steps a Pe ZL 9 10 11 12 Click on Cataloging on the Navigator Toolbar Click on Find
80. URL detection implemented Added configuration to allow emailing patron when reserves become available Patron Picture import can now match by Student ID Barcode and Patron ID Patron and Item Archival New Serials section Support for Auto dialer Feature Call us for more info Support for PDF DOC and TXT attachments are now searchable Added Syndetics links to the web Opac for searching book reviews and cover pages Under Administration Security Circulation there is setting for Self Checkout 220 of 223 ILS User Manual 3 0 A Advanced Search Options 24 B Backup 139 Budgets 174 C Cataloging Reports 91 Circulation Parameters 106 Circulation Reports 87 Configuration 106 Copy Listing 22 Custom Reports 97 98 E Error Log 139 Events 157 Export Data 149 Export Items 149 Export Patrons 150 F Favorites List 21 Filter Search 22 G Global Changes 137 Global Circ Types 127 H Holidays 103 Homerooms 83 I Import Data 141 Import Patrons 144 Importing Patrons 82 In Use Monitor 152 Inventory 153 Item Circ Types 123 K Kiosk Categories 129 M Messages System 155 Miscellaneous Reports 94 O Office Hours 102 Order Receiving 171 Orders placing 168 P Parameters 130 Password 134 Patron Barcodes 79 Patron Circ Types 125 Patron Group 82 221 of 223 ILS User Manual 3 0 Patron Loan H
81. User Manual 3 0 O Export SI xi tem Patron Loan Fine File Name temosoa t4 MARC Format NONE Criteria Format Insignia Subset Cats and Dogs vil Close Call No from Packed By Show Me Print To Mapping Created From To Title Any match i Export Location lt All gt IS one nia 0 Records Exported Export Patrons To export patron information follow these steps Click on Administration in the Navigator Toolbar Click on Export Select the Patron tab Select the desired parameters Specify the file name or keep the default one default path is the application folder c program files insignia library 6 Click OK ASS eS 177 of 223 ILS User Manual 3 0 N Export BSE tem Patron Loan Fine File Name Patronosos txt IS Criteria T Create Date T Barcode From IE aug og 2004 gt pran Close Tol To Show Me T Subset 6A 7 T Homeroom 10A X T Grade Ecs zj T Patron Group Student zj T Patron M Patron Pictures Export directory Je sD 0 Records Exported Export Patron Picture Export Loan Data To export loan information follow these steps Click on Administration in the Navigator Toolbar Click on Export on the Navigator Toolbar Select the Loan tab Select the desired parameters ASS eS path is the application folder c program files insignia li
82. add internal comments to a request change its status mark a request as Will be ordered or delete a request To review existing purchase requests follow these steps Aa Requests N records found leis Find Request Request Title History of Art Save Author Anthony Janson ISBN jor 31828959 Cancel c Edi pa Prentice Hall Status Jin Process x N Delete Ema Z Will Be Ordered Request By Admin 0001 Editing History aa z Created Oct 30 2006 0 00 00 LEVIES Anticipated Date 0 E C 10 30 2008 Created By Admin 0001 Next Available Date Last Modified Last Last Modified By Why Order Additional Information Internal Comments 1 Under the Catalog menu select Find Add New Request 2 Search for a request by title or select lt All gt to view all requests 3 Select the request you wish to review and click on Detail 4 You can now review the request The request can be marked as Will be ordered and its status may be changed from New to To Be Processed or In 93 of 223 ILS User Manual 3 0 Process An anticipated arrival date for the item as well as an item availability date may be entered Internal comments may also be added to a request 5 To delete a request click on the Delete button Audience Global Change The Audience Global Change process allows you to change a current Audience Level to another Audience level This is helpf
83. age such as this implies that the imported file is not in the format expected and may require specifying a different Format or creating a custom format to properly handle the import Import Loan Data To import loan information follow these steps 1 Click on Administration in the Navigator Toolbar 2 Click on Import in the Navigator 3 Select the Loan tab 4 Select the file name you would like to import from 172 of 223 ILS User Manual 3 0 5 Select the field order and how the fields are separated You can also choose if the items are textbooks or if you need to skip the first line of information in the import file 6 Click the Import button to import the loan information x2 Import Item tem Patron Loan Textbook Offline Circ Accelerated Reader Text Catalog la x Options File Name Select File Import Patron Barcode Field No f4 CheckOut Date Field No Close Show Me Copy Barcode Field No S Overdue Date Field No HH Seperator L T Add Pretixto Patron T Skip the first line T Textbook T Eloquent Import Textbooks 173 of 223 ILS User Manual 3 0 x2 Import Item loj x tem Patron Loan Offline Circ Accelerated Reader Textbook Text Catalog Lexile Options File Name Select File Format gt Import IV Skip the first line Close If the item record being imported already exists then Show Me Skipthe item T Crea
84. al Service E Invoicing Instruction X E Transport Means Receiving an Order When a shipment arrives only a few mouse clicks are required to catalog the items Budget and cataloging are automatically updated behind the screen To receive a shipment follow these steps 1 Click on Acquisitions on the Navigator Toolbar 2 Click on the icon Find Add Order 3 Find the purchase order for which you have received the shipment select it and click Detail 4 Click on Receive 5 Double click on the line item that you have received 6 In the Qnty Being Add box enter the number of copies that you have received 7 Click on Save 8 Repeat step 4 7 for each item received 9 Click on Save to update 10 Making a Payment Once you have received the shipment and you want to make the payment follow these steps 1 Click on Acquisitions on the Navigator Toolbar 2 Click on Find Add Order and find the order you would like to pay 203 of 223 ILS User Manual 3 0 3 Click on Pay Bill 4 Enter the check number 5 Select the orders for which you like to make the payment 6 Click on Save 7 Enter the amount being paid 8 Click OK ix Find Order Order Select a Budget N Budget lans 2002 Y Budget Amount 1 000 00 Budget Balance 514 11 E Purchase Order New P O Number 00010000024 Order Date Sep 11 2003 Vendor cate
85. an also group by Author Material Type and Subject Items Checked Out Historical lists all circulating items with the name of the borrowing patron The report prints separate pages for each homeroom You may limit the report by checkout date range call number range material type patron group homeroom teacher grade and by subset Items Checked out to Other Libraries Tracks interlibrary loans Items in Circulation lists items that are in circulation You may limit the report by circulation activity date range number of circulations Circulation Less Times and by subset This report also combines the Items checked out overdue list and Lost items You can select any one of the check boxes or as many as you want to get the required results Items on Reserve lists items on reserve You may limit the report to a single patron by reserve date range by reserve status and by subset Items Overdue Historical lists all overdue items with the name of the borrowing patron The report prints separate pages for each homeroom You may limit the report by checkout date range call number range material type patron group homeroom teacher grade and by subset Library Statistics by Date provides a snapshot of library activity in all modules for a given date range You may limit this report by subset Monthly Circulation Statistics lists monthly circulation statistics You may limit the report by check in date range and by subset
86. appropriate number of copies Change Library This function allows libraries that are part of a union to quickly change their library ID without having to log out of the system and then log back in 66 of 223 ILS User Manual 3 0 B Change Library Current Library ID 0001 Current Library Name Insignia Library Demo Change To Library ID Library Name Library List E ea p 0001 Insignia Library Demo Library 2 1 Click on Cataloging on the Navigator Toolbar 2 Select Change Library 3 To change libraries simply highlight the school name on the grid and click on Save Move Copies The move copies function allows you to move records within libraries of the same union To move records follow these steps 67 of 223 ILS User Manual 3 0 H Move Copies 5 Records ioj xj Find Copies A Barcode T New Barcode E Subset ldeo L E parn Aon SEN nge Library to X pply brary 2 Deselect All Barcode Call No Title Close Show Me L0001000004113 VID 952 J Japan 27712007 L0001000004139 DYD 952 Japan L0001000004112 VD 650 1 The job interview L0001000015359 VID 226 Lets make music 2 7 2007 Lo001000004111 VID 650 1 Resumes amp cover 27 2007 1 Click on Cataloging on the Navigator Toolbar 2 Select Move Copies 3 Search for copies you wish to move by either typing or scanning the barcode Alternatively you can search for copies by selecting a subset
87. ar Click on Find Add Patron Select the patron whose security permission you would like to change Click on Set Security Click on Edit to change the permissions Select the groups this patron belongs to by checking the box under the Member of list You can also assign permissions to this patron but it is recommended that you assign permissions to a group first and then make this patron a member of that group Click on Save 101 of 223 ILS User Manual 3 0 x Patrons Maintain Security for a given patron Patron Alicia Middle Name Wick Member Of Patron Permission m O Assets O Catalog C Change System Settings O Circulation a D Inventory cae Y C Maintenance E C Media Manager Cancel Y Patrons C Print Reports C Purchase Search Select All Deselect All Select All Deselect All Creating Subsets Staff can create subsets of patrons and then apply changes to these subsets To create a subset follow these steps 1 Click on Patrons in the Navigator Toolbar 2 Click on Find Add Patron and find the patrons who meet the desired criteria 3 Click on Subset to add the selected student to a subset or click on Subset All to add all the students to a subset 4 Select the subset to which the student s should be added from the dropdown list If the desired subset does not exist a new subset may
88. ar maple Previous Notes tree as the seasons progress Next Last Target i es v Language eng English Close Added Entry subject Detail Author Detai _Show Me x2 Title A Tree for all seasons by Robin Bernard Type Heading Subject Sugar maple gt Juvenile literature Subject Sugar maple gt Ecology gt Juvenile literature Subject Seasons gt Juvenile literature Preview Save As Template To assign a Kiosk category follow these steps 1 In the cataloging module find the item to which you would like to assign a Kiosk category and double click on the item Click on Edit Click on the Notes Subjects tab In the Categories list on the right side of the screen check the boxes next to the categories into which you would like to place this item 5 Click on Save Apply Kiosk Category Globally You can also choose to apply one or more kiosk categories to a set of items selected To apply categories globally follow these steps 1 Click on Cataloging in the Navigator Toolbar 2 Click on Find Add Item 3 Search for items to be assigned a category 4 To add all the items in the list to one or more Kiosk Categories click on Kiosk All To add one or more items select them by right clicking the items and then click on Kiosk EOD 54 of 223 ILS User Manual 3 0 5 Select one or more Kiosk Categories and click OK Item
89. arts Y Budget Amount 1 000 00 Budget Balance 549 45 Purchase Order New P O Number 00010000031 Order Date Aug 09 2004 m Vendor sting 4 E H For tests Taa as Aug 09 2004 13 51 00 McMillan Publishing N 20100 Franklin Ave Created By Admin 0001 New York New York Last Modified EE Ets Last Modified By Order Detail No Title Author ISBN Price Ord Gty Rec diy Total gt 1 Perspectives Yarner Paul 0943223221 15 0 12 0 180 00 fso 00 Tax Rate F z Tax 12 60 Conversion Factor Total Amount 192 60 Ordering a New Item If you are ordering a new item follow these steps Click on the New button Fill in the information for the item you wish to order Enter the quantity ordered and the price Click on Save Select the tax rate and shipping cost Add any comments for the vendor Click on Save Click on Preview to see and then print the purchase request If vendor is EDI compliant then you can click on Send to electronically send that information out ONOARWN gt SD 202 of 223 ILS User Manual 3 0 LI j x Order Response Title New ISBN 794485556 ISSN eal Edit Title Psychology principles for today aa Author Sweet Jody Edition Volume J Quote Publisher v Year Publ Eia Close Category Psychology X vs Order Info Qty Ordered 10 Price 35 00 Currency Order Qualifier Priority Speci
90. assifications Items are assigned to the classification search index according to the item s Call Number To find an item using Classification Search follow these steps Click on Search on the toolbar on the left Click on Classification To search the entire union select Union at the top left Click on the desired Classification area Click on Search To learn more about an item double click on the item in the grid of search results Bi oe oN 27 of 223 ILS User Manual 3 0 AZ Classification Search xl Local Union DEN Dewey B Search Close Show Me a E 100 Philosophy amp psychology 200 Religion 6 300 Social sciences 300 Social sciences 310 General statistics T 320 Political science T 330 Economics E 340 Law 6 350 Public administration 360 Social services association 6 370 Education 6 380 Commerce communications transport 390 Customs etiquette folklore 400 Language 500 Natural sciences amp mathematics 600 Technology Applied sciences Insignia Insignia search allows librarians to search other Insignia libraries just as they could search other Z39 50 libraries Librarians can also import MARC records from other Insignia libraries In the Custom Setting parameter HidelnsigniaSearch turning this option on will result in the Insignia Library search being hidden from view 28 of 223 ILS User Manual 3
91. ation changes made to Microsoft SOL Server Desktop Engine to take effect Click Yes to restart now or No if you plan to manually restart later 15 If computer reboots restart install process Initial Install screen 16 Click on Programs gt gt Startup gt gt Service Manager select service SQL Server Agent select Auto start and click on start as shown below 14 of 223 ILS User Manual 3 0 FO SQL Server Service Manager lol xj Server H BP Services SOL Server z Distributed Transaction Coordinator Microsoft Search SOL Server SOL Server Agent IV Auto start service when OS starts Running SHBXP MSSGLServer 17 When setup is complete reboot the computer and login 18 To access Insignia Library System over the web open your Web Browser and then type in the address http computername library How to Uninstall To uninstall go to add remove programs in the control panel and remove MSDE You will also need to select and remove the Insignia Library System Getting Started 1 To start the Insignia Library System follow these steps if you have taken the default setup configuration 2 Click on Start 3 Select Program gt Insignia gt Insignia Library System 4 When you start the Insignia Library System you will see the login screen 15 of 223 ILS User Manual 3 0 fg Demo Login Co Patron io Adminoo01 T Password oOo C re 5 Enter the Patron
92. ave found the patron double click to select On the grid below you will see all the items that patron has had checked out o gt 46 of 223 ILS User Manual 3 0 Collect Fines Pay Fine p o xi ME Prss0000014 Find Patron Notes Patron Info New Patron Name Lee Miller Type Student Ges oy a Temporary Copy tems Overdue 0 7 Fine Due 10 00 Barcode Computer Booking Books Lost o Books Damaged 0 Library Check Out Textbook Check Out T Show Textbook IV Show Library Check Out Receipt Set Printer tems on Loan Reserve Pay Fine Booking Fines Paid Fine Type Fine Rn Overdue 00010000041 VID952J4P Japan 10 00 10 00 Waive Receipt Claim Return Amount J 10 00 Close Refresh Preview Adhoc Fine Select All Deselect All To collect fines follow these steps 1 Click on Circulation on the Navigator Toolbar 2 Click on the Fines 3 Scan in Patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation 4 Check the box beside the item s for which a fine will be either collected or waived 5 Enter the amount to collect or waive 6 Click OK 47 of 223 ILS User Manual 3 0 Homeroom Checkout AZ Homeroom Check Out 5 x Homeroom ko B E T Textbook Temporary l Aiden MAY Alec Amy UANG Ant ADAM Benjamin Jaret Julian lann rt Stet Aiden aa Amy Madison KOROLUK PORTE ABRAMETZ
93. be created at any time by selecting the Create New radio button Apply Global Changes to a Subset To apply changes to a subset follow these steps 102 of 223 ILS User Manual 3 0 1915 Find Patron Patron Additional Info Search By subset z Exact Match x M Names lt Find E union FirstName Last Name Homeroom Barcode Patron ID Library Phone Mackenzie Brenton Homeroom 4 P0001100461429 MackenzieB Insignia Library 8648517 Madeline Lewis Homeroom 1 P0001100568280 MadelineL Insignia Library 8642983 Madison Howell Homeroom 2 P0001100392897 Madison Insignia Library 8657338 Maria Woerz Homeroom S P0001100092612 Maia Insignia Library 8653830 Matthew Jeannotte Homeroom S P0001100495617 Matthew Insignia Library 8643608 Matthew Berrigan Homeroom 1 P0001100536717 MatthewB Insignia Library 8644948 Matthew Brownlee Homeroom 1 P0001100521768 MatthewB1 Insignia Library 8641856 Matthew Cherry Homeroom 4 P0001100210560 MatthewC Insignia Library 8648587 Melanie Smith Homeroom 2 P0001100403561 MelanieS Insignia Library 8653676 Micaela Odo Homeroom 4 PO0001100303944 Micaela Insignia Library 2525316 Mitton Tufts Homeroom 4 PO001100216666 MittonT Insignia Library 8640814 Mitchell Audas Homeroom 5 P0001100093057 MitchellA Insignia Library 8651885 Morgan Cullen Homeroom 4 P0001100309735 Morgan Insignia Library 8655064 HE Change Patron Field Expire Date New Value 26 2007 Show Me OK Cancel Change Library
94. brary 6 Click OK 178 of 223 Specify the file name or keep the default one default ILS User Manual 3 0 X Export lOl x tem Patron Loan Fine File Name Loanosos txt S Criteria T Create Date T Barcode za From Close Show Me T Subset T Homeroom T Grade T Patron Group T Patron 0 Records Exported Export Fine Information To export fine information follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click on Export on the Navigator Toolbar 3 Select the Fine tab 4 Select the file name or keep the default one default path is the application folder c program files insignia library 5 Choose either Summary or Detail from the criteria box 6 Click OK 179 of 223 ILS User Manual 3 0 ixi tem Patron Loan Fine File Name Fineosos txt IS ia LSR OK Z Summary C Detail Gass Show Me In Use Monitor The Insignia Library System allows staff to see who is using the library system and which module they are using This allows the librarian to warn those using the system to log off before using the restore function The Insignia Library System is a true multi user client server application This means that it will not allow two users to modify the same record at same time This is achieved by locking the record for the first user It is possible that the users machine could crash without
95. by default in the Check Out window ShowOtherLibraryPatronNamelnCopylInfo Toggle this option to display or not display other libraries patron names ShowSectionOfAWorkinTitle This option enables the 245 N and P subfields to Appear in Title Spanish Spanish Language Subscription Page Provides a setup for a web based subscription and login TBBarcodeDistrictBased District based text book barcodes TitleSearchNoSeries Set to search series titles also when doing a Title Search TitleSearchStartWith Set to make Title searches default to Starts with TotalGrades Set total school grades Urdu Urdu Language 148 of 223 ILS User Manual 3 0 WarninferiorQualityMarcDuringMarclmport Turn on to enable Marc Record Quality check on Import Z39 District Based Turn on to set Z39 50 hosts to be District or Locally set Normalization Normalization allows you to automatically change specified characters into other characters whenever they are entered into the library system EDI Code On the EDI Code tab you can set the parameters for various categories of EDI Code Circ Types The Insignia Library System allows staff to customize all aspects of circulation Each library has different needs unique patron groups and specific circulation requirements Some libraries may want to restrict access to certain materials or allow only specific types of patrons to check out allotted items For example a teacher may be allowed to borro
96. by publisher and subset Publishers will give you a detailed description of each publisher in your system You can limit this report by publisher Shelf List lists library holdings in the shelf list order with bibliographic and holdings Information You may limit the report by call number range material type audience publication year range and by subset You can also choose to have one item per line or not Subject List lists subject headings used in the library You may limit the report by subject heading range 118 of 223 ILS User Manual 3 0 Titles List with notes lists titles with bibliographic information including notes You may limit the report by call number range subject range material type audience publication year range and by subset Titles without Copies lists titles that have no attached copies You may limit this report to a subset Value of Collection this report will list the items within your specified range and give their collection value This report can be limited by call number range publication year purchase date material type location and subset Textbook Reports There are eight textbook reports zix Patrons Catalog Circulation Textbook Reports Miscellaneous Media Manager Textbook By Course Textbook Checked Out Textbook Circulation Statistics Textbook Overdue List Textbook Overdue Message Local T Union Textbook Year End Statistics Edit List Close
97. cececececececececececececececececececececs 190 MEDIA MANAGER ccccecececececececececececececececececececececececececececececesecs 191 a aT 191 ROOTS e ete cde e tae ae STR ened Sos Bee ses 192 LESS TTT 193 BOOKINGS CHECK OUT ccccccccccececececececececececececececececececeeeeeceseeess 193 MEDIA BOOKING rera t a a e a e a aE 194 MEDIA BOOKING LIST cccccccecececececececececececececececececececeeeeeceeeeecs 195 MEDIA CHECK IN 4 5 s scususevdbuvcideveusticvvessShavseven davis aves iaveveusevweusgsevevsseees 196 MEDIA BARCODES issu essevsdivedisveusticvvesstiivcevecveves sisi asvegecdevvessbiavoustenss 197 COMPUTER RESERVATION 198 ACQUISITIONS ississsccsessissssncscoscsssscosssossesocsosesescssssenssssvtecesoesecacstents 200 PLACING AN ORDER os sss doses docu veus ds Had ZENT de seeds e ea AENEAN cs 200 Ordering a New GHL sve pastes eee sek castes aT Totey ates 202 RECEIVING GN Order inosine eien a a Ke eee at 203 VENDOR PROFILES 05 035 sccvicsdscuseusds scbsus sveedeses sevies dveusous ds sebeus dvsestuscs 204 MERGE VENDORS cccccceccscescocescescosescescocvececcsscesesceovecasessvesescoeveveses 205 BUDGETS igs 255 25 sbeceveds dos Gos dice a Be a amp tAdis eae a Beaded aE 206 8 of 223 ILS User Manual 3 0 TO ADD UPDATE A BUDGET see 206 QUOTES TTT 207 RECEIVE ED scaccks dacchctcese TETE a EESHA aia 207 WEB OPAC ssccsisntscsscsadcvacs ssssesascoeteesdnoteacdssnsdossdsoseaceavssdeestoosscssestoossts 208 ENAB
98. cesesecececececececececececececeeeeeceeeeecs 103 CUSTOM BARCODES svscssviecscsssveusesevveduis ss vevecseveesves suvevsdbavvesebiavsoeseeey 104 IMPORT EXPORT CUSTOM BARCODES cccccececesececececececeeeseceseeese 106 IMPORTING PATRONS FROM A FILE sss eee 107 PATRON GROUP a sisssessedevieeusiisveuetbavveusbiavse ensevtousshasveveuievvedsusevsuestees 107 HOMER OOMS TTT 108 PATRON ARCHIVING cccccccececececececececececececececececececececececeeecececesecs 109 REPORTS viscscsicsssscssisocsosescccsessesessetsecsssstecessessiossvesesossbecteoesbecsssesens 110 PATRON REPORTS a daa gah ZR a aZ 111 CIRCULATION REPORTS ccccccececececececececececececececececececececseeeeceeeeess 113 CATALOGING REPORTS ccccccccececececececececececscececececececececececececeeecs 117 TEXTBOOK REPORTS vaisiu anuar ZAKAT ET da ZAH Zedd Ng Zaki d 119 MISCELLANEOUS REPORTS 120 MEDIA MANAGER REPORTS sesesesesesesesesesesesesesesesssrsesesssssssesesrsssrse 122 USER DEFINED CUSTOM REPORTS cccccecececececesececececececeseceeeeecs 123 REPORT DESIGNER oss sscjsisisvescusds costes yaka co covdus Zra EENT ds subdes yayi 124 ADMINISTRATION ssssccssssscccssssccccssscccsssscccssssscccesssccsesssccccssnee 127 6 of 223 ILS User Manual 3 0 LIBRARY INFORMATION cccccececececececececececececececececececececeeeseeeeesecs 127 Office Houts zerraion Ba aS eee es ieee aera ee 128 TL OMG AY Soo ses eis ste a Bests E Hag
99. ch criteria to find the patron Select the patron for whom you would like to change the security from the dropdown list Click on Edit Select the groups to which you would like this patron to belong 8 Select the permissions you want to assign to this patron 9 Click on Save 10 Note you may find it easier to change permissions for a single patron from the patron profile M GM NOD Assigning Permissions and Patrons to a Group 162 of 223 ILS User Manual 3 0 Groups Permissions Patrons Maintain Security for a given group Group Staff 7 Granted Patrons Granted Permission Carmen Smith aj amp O Assets Christopher Marten Y C Catalog Colleen Andrews Conrad Pearson Darrel Seward Denise Jacobs Farley Pool James O Neal Jill Greenwood Joseph Alonso Judy Taylor Lena Chatterton Lonnie Johnston Paula Doucet Rita Lane S Select All Deselect All Y C Change System Settings Y J Circulation Y inventory Save Y Maintenance Y C Media Manager Cancel Patrons Show Me Y Print Reports H C Purchase H M Search Patrons Select All Deselect All To assign permissions and patrons to a Group follow these steps Click on Security Click on Edit la eS group Click on Add Patrons Click on Find ees Click on Administration in the Navigator Toolbar Click on the Groups tab Select the gro
100. ch lending Changing Reserve Order If you have more than one reserve placed on the same item and you wish to change the order of them click on the Order button on the right hand side of the screen You can then choose to Move Up or Move Down which 42 of 223 ILS User Manual 3 0 will change the order of the reserves You can also cancel a reserve by clicking on the Cancel Reserve button Booking This feature is used to reserve an item for future use For example a teacher may want to reserve material that she will need a month later for a project This can be done through the booking function Booking does not allow an item to be checked out if its checkout due date falls in the booking date range nor does it permit an item be renewed if the new due date falls in that range A Booking ea Inanna s Find Dr Notes Patron Info New Patron Name Lesley Ann Finnen Type Staff eS 2 iti wt Temporary Copy Motes ttems Overdue 2 Barcode Computer Booking S G j _ Books Damaged 0 Library Check Out Textbook Check Out T Show Textbook IV Show Library Check Out Receipt Set Printer tems on Loan Reserve l Pay Fine Booking Fines Paid E me _ Benne Fro RequireUnti_ Available At rows Deliv Dn L00010000 Teaching your child creativity L 25 2007 26 2007 Close Refresh Preview Show me Select All 2 Deselect An To book items follow these s
101. cking and will warn you when inferior quality records are detected Web Link dead link detect The Library System scans your 856 tags to detect dead or bad links 20 of 223 ILS User Manual 3 0 Automatic Emails Added configuration to allow emailing patron when reserves become available Search History Searches are logged for catalog searching and have related reports Locking Items Items can be locked by doing this when you use the import program it won t update locked items Item and Patron Archiving Items and Patron archiving feature has also been added This will allow any Items or Patrons that are deleted to be kept in an archived status This allows you to review patrons or items before final deletion This feature can be turned on and off in Custom Settings 21 of 223 ILS User Manual 3 0 Search The Insignia Library System has seven different search engines Patrons can find items not only in the local library but also in other libraries that are part of the union and in all the libraries in the world that are Z39 50 compliant Search engines available Simple Search Kiosk Search Advanced Search Z39 50 Search Classification search Authority Search Insignia Search NOOR OD Regardless of which search mode is used the interface is intuitive and user friendly Important Features There are some important features that accompany these search engines 1 Favorites List 2 Copy List
102. d Apr 19 2002 7 59 00 Next Last Modified By Admin 0001 Last Description y Cae School will be closed for christmas from Dec 18 Jan 03 Please return all the books by Dec 18 Refresh Show Me Thank you To add an event follow these steps Click on Administration in the Navigator Toolbar Click on Events Click on New Enter the relevant information Click on Save LA SS Rescan Barcode 185 of 223 ILS User Manual 3 0 The Rescan barcode process under the Administration menu allows you to bring up a range of items and then scan barcode numbers to attach to those records Sometime a conversion will just bring in the records with no copies So this is a way to add the barcodes back to the books by scanning them into the window To Rescan Barcodes please do the following 1 Go to the Administration menu and then to Rescan Barcode 2 Next look up the range of items you want to access 3 It will then bring up a list of all items that meet your criteria Please enter what ever values needed into these fields 4 Next click on the Copy Barcode section and then scan in the barcode you want to attach to that book 5 Please repeat above steps for the items you need to do 186 of 223 ILS User Manual 3 0 i Rescan Barcode 187 of 223 ILS User Manual 3 0 Assets Asset tracking allows staff to trace the various assets of the school such as textbooks audi
103. d Item Search and select the desired item 3 Click on button New Multi site Copies 4 Select the libraries to which you would like to add the copies and also specify the number of copies for each library 5 Specify if the barcodes are to be generated by the system or to be specified manually 6 Click on Add 7 If barcodes are to be entered manually enter the barcode for each item Note Only district librarians can add same title to multiple libraries 62 of 223 ILS User Manual 3 0 Creating Subsets A Subset can be used to group together different items that you would like to work on Subsets can be used in reports and global changes To create a subset follow these steps 1 Click on Cataloging on the Navigator Toolbar 2 Click on Find Add Item 3 Find the items that you would like to add into a subset 4 Click on Subset All if you want to add all the items on the list to a Subset 5 Individual or multiple items may also be selected by right clicking on each item you want Selected rows will appear highlighted 6 Press the Subset button x Select From 7 f FF Create New Y re Cancel 7 Click radio button for Select From to add items to an already existing subset or click radio button for Create New to name a new subset 8 Click OK Creating Copy Subsets 1 Click on Catalogi
104. ds INSIGNIA has given you TEN more custom fields that can be user configured They allow extra fields for information when you need them You can set the Custom Field number Ten to be called Book Reviews and Insignia will enable a special feature to show Book Reviews when present ItemCircReportNoPrice Set to Enable or Disable price view on Circulation Reports ItemCircTypeSchoolBased Set to Enable or Disable circ types being Local or District Based ItemPrice Set to enable price field on Basic information Screen Language Set to Enable Language switch ManualBarcode Set if you want to choose or have barcode Auto assigned NoLocalCallNo Set to enable or disable local call number use within system 147 of 223 ILS User Manual 3 0 OnlyShowTitleWithCopy Setting this will allow items only to be found in search module if it has a copy Patron Customized Fields INSIGNIA has given you TEN more custom fields that can be user configured They allow extra fields for information when you need them PreciseSearch Set to configure loose or Tight search ReloadCaptions Turn this option on to Reload captions from the database on Restart ReloadCustomSettings Turn this option on to Reload Custom Settings without Restart RememberLastLogin Set to remember last Login used to enter system Will not remember password Report Designer Report Designer can be hidden SelectTextbookInCirculationForm This option will set if the Textbook checkbox is checked
105. e Navigator Toolbar 2 Click on Authority Search 3 Select an index to search e g authors or subjects 4 Type the term you wish to search for Optionally you can enter only a partial term in which case the system will go to the first term in the index that matches your entry 5 Click once on an index term to see items linked to that term in the item box display at the bottom of the window See references are provided without requiring any further navigation 6 Double click on an index term to see the MARC authority record for that term as well as the copy information 26 of 223 ILS User Manual 3 0 EM Authority Search Author Subject SE i i x lt lt Back Forward gt Close Show Me ATWOOD Margaret 18 Titles Atwood Margaret 2 Titles Atwood Margaret 1939 1 Titles Local Call No Title Authors Subjects Copies FICTION PB Bluebeara s Egg ATWOOD Margaret FICTION 1 FICTION PB CAT S EYE ATWOOD MARGARE FICTION 1 971 03 ATW Days of the rebels 1815 1840 ATWOOD Margaret 19TH CENTURY CAN 1 FICTION PB The Edible Woman BR ATWOOD Margaret FICTION LFC TON Good Bones Atwood Margaret FICTION F ATW LADY ORACLE ATWOOD MARGARE FICTION LFC TON Life Before Man Atwood Margaret FICTION Classification This search mode allows the user to virtually browse the shelf from their computer The Insignia Library System supports both the Dewey Decimal and Library of Congress cl
106. e eS 129 K TT TTT 130 BIO CK S E Sess are ech fas aan ses ua aaron Sach Baa age eae ORES 131 CONFIGURATION itronn a a e e a E ERT 132 ATUL Om OIG OP esa oes Baton n n da aac oes eda a a a A 132 CUP CULAH TTT 132 PALF ONE Bick See lovee A Salata ites EE Sedat gee A 135 AULOMATION PAIE EEA AE EE EE 136 Miscellaneous sss 138 TT 139 PD sien EE ena the be EAEE A 141 WED OPAC EREA AEE E N A 141 Insignia Library Password eseese 142 LT aaa a E E e adie a a a RRES 143 Custom Setting issirinksi eriaren eai iaaii 143 Library SYSTOMS sesssisousinces seas sgisseduibdesusadiseasbaseaseasngeaseseodesesediaes 146 Normalization s 149 ED EGO 5 EE E AN setae E E E E AE E 149 CIRG TYPES EE EEE E E EEE EEEE 149 Tem Cite Ty pesee aao E E NA Paces ERSE 150 Patron Cire Ty pe iss vi sisgsateia gs TROER TTT ARORA TRT 152 GLOBAL CIRG TYPES wis 2s dooedccocesiatien n hooves toes sein ev boeates 154 GRADE MAPPING AAEE sagen gation EEEE 155 KIOSK CATEGORIES ornen aaan E n E A N 156 PARAMETERS EEEE EE EEEE 157 Adding Parameters iiei onie a AE R 158 ASSIGN PICTURE TO A MATERIAL TYPE 159 Z339 S0 HOSTS sona T aT ots Oise T ON 159 Se Leo En TE 160 CHANGE PERSONAL PASSWORD see 161 SECURITY 252 Sere echo OE BES AOE B OER hee 161 Assigning Permissions and Patrons to d Group 162 Assigning Permission to Patrons and Group sss eee 163 MAKING GLOBAL CHANGES 164 POWER GLOBAL CHANGES 165 ERROR LOG sss 166 BAGCRUR 3 255525 ees ec ENT 166 fl SAYA i Sie E
107. e the subfield order use the left mouse to drag the tiny grey rectangle at the beginning of each subfield up or down Cataloging a URL 1 To add tag 856 for a web site you can either add the tag itself or just use the drag and drop capability Start the library system Start Internet Explorer Go the URL you would like to add Drag the URL by selecting the icon immediately preceding the http portion of the address a small arrow should appear Then simply drag and drop it into the MARC code interface 6 The System will automatically add tag 856 specifying the webpage address 7 Click on Save once you are done M G M 57 of 223 ILS User Manual 3 0 Loan Statistics This feature provides information about how many times an item has been checked out renewed reserved and overdue To see the loan statistics for an item 1 Go to the cataloging module and find the item 2 The loan statistics appear in the lower right hand corner of the Basic Information tab under Loan Status Cataloging Using Z39 50 Interface x4 239 50 Search 5 Records found T Select All Search Condition S T Deselect All Find oreen egg eggs The lt starts With 7 Library List C and Or C And Not Catalog It H amcus o Paras Tte lt starts with lt ae E Selected d Find rite 7 Starts With x Show Me LOC 0 of 0 Muu Thompson Publi Local Cal Na Title Rua A
108. ecify the type of index you want to create for this authority record e g author or subject or both Click OK Creating Authority Records from a Template To create authority records from a template follow these steps ONOARAN gt 9 Click on Catalog on the Navigator Toolbar Click on Find Add Authority Click on the Authority tab Click on New From Template Select desired template Click OK Update the record as required Click on Save Specify the type of index you want to create for this authority record author or subject or both Click on OK Creating Slides To create slides follow these steps 1 2 3 4 5 Click on Catalog on the Navigator Toolbar Click on Find Add Slide Click on New to create a new slide and select the appropriate Bibliographic Item Type Alternatively enter a search to find a slide you wish to edit Enter the information to create the record Click on Save to complete the record Creating Videos To create videos follow these steps 1 Click on Catalog on the Navigator Toolbar 76 of 223 ILS User Manual 3 0 2 Click on Find Add Video 3 Click on New to enter a new video and choose the appropriate Bibliographic Item Type Alternatively enter a search to find a record you want to edit 4 Fill out the information as needed 5 Click on Save to complete the record Material Type
109. ed Populate The populate feature has been added for when you modify the searchable keywords tags Once you have added or removed tags click on the populate button to re populate the keywords 70 of 223 ILS User Manual 3 0 Shelf List The Shelf List feature allows staff to create shelf lists according to libraries and locations To create a shelf list follow these steps HE Shelf List 8 records found Search Criteria CallNo From soo To fess Show close by 20 Library lon nsignia Library Demo x Location lt ay gt v List Each Book Shelf List Results Local Call No Author Title Barcode Location 505 Smithsonian L000000001803 Main 520 Zim Herbert S Stars A guide to the const L000100001072 Main 520 Cowan James Starlight s trail Harry Redf L000100001191 Main 529 GOU Goudsmit Sam Time L000100000408 Main 572 8 MEY Meyer Anna 1 The DNA detectives how t L199000001798 Main 578 68 MCG McGavin Georg Endangered wildlife on th L199000001798 Main 585 4 SAU Saunders Gary Trees of Nova Scotia L000100000306 Main 595 799 ALL Allen Judy Are you a bee Lo00000001802 Main 1 Click on Cataloging in the Navigator Toolbar 2 Click on Shelf List 3 Enter the call number in the From field Setting the value in Show close by determines how many records will be returned Alternatively you may simply specify a call number range e g from 205 to 206 without entering a
110. ed to edit a Material type simply delete the existing type and create another 158 of 223 ILS User Manual 3 0 Assign Picture to a Material Type To assign pictures to material types follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click on Parameters on the Navigator Toolbar 3 Choose Material Type from the dropdown list 4 Highlight the material type to which you wish to assign the picture Click on the Picture button Choose a picture from your files and assign it to the material type Set up Miscellaneous Parameters P D o Default computer file Delete electronic resource map microform Refresh Slide Show Me sound recording videorecording Picture Remove Picture Print Z39 50 Hosts The Insignia Library System has a seamlessly integrated interface that allows patrons to search any library in the world that is Z39 50 compliant The Insignia Library System comes with predefined libraries that are Z39 50 compliant Staff can add more libraries of their choice Technically there is no limit to the number of libraries you can search but it is recommended the number be reasonable If there are too many libraries and you select all then undue stress may be applied to your network Before you can enter another library for Z39 50 search you will need the following information 159 of 223 ILS User Manual 3 0 IP address Port number Database name Use
111. efault Patron Barcode N HomePhone Barcode Auto number UserlD First Name Last Initial Student ID C Default Value C Last Name First Inistial Provincial ID M Search Patron by Search By First Name Picture Path Save the patron picture in the path you specify Default Patron Password The default password can be set to Home phone no User ID Default value that you specify Default Patron ID The default patron ID can be set to Patron barcode First Name Last Initial Last Name First Initial 135 of 223 ILS User Manual 3 0 Default Patron Barcode The default patron barcode can be set to Auto Number Student ID Provincial ID Default Search By Allows you to set the default Search By criteria when searching for patrons Library Card Expiry Date Specify when you would like patron cards and privileges to expire Automation The Insignia Library System is designed so that very little maintenance is required Send messages if email is provided in patron profile for Overdue items Fine overdue Cards expired 136 of 223 ILS User Manual 3 0 x2 Configuration loj xi Circulation Patron Automation Miscellaneous Catalog EDI WebOpac When Over Check Out limit Try Save Play Sound utopia Error waw Change Cane Show Me Every dayat I 67 pry execute daily check program Every 5 day s send email to patrons and their home room
112. elds will appear on their barcodes and the order in which they will appear To create a custom barcode follow these steps 915 New Edit Lett 041000 Width 275 Column l 3 Horizontal Gap 0 Delete Top 0 5000 Height 1 0000 Row l 10 Vertical Gap 0 Close Refresh Click on Catalog on the Navigator Toolbar 1 2 Click on Barcode Spine Label 3 Click on the Custom checkbox on the bottom left corner of the screen 4 Ifyou have already created a custom layout select it from the Custom Layout dropdown menu leave the field blank if there are no layouts 80 of 223 ILS User Manual 3 0 5 6 10 11 12 13 14 15 16 17 Click on the Custom button This will bring up the Layout Editor screen In the Layout Editor you can once again select an existing layout or you can create a new layout by clicking on New Specify the size of your barcodes by entering the relevant information such as height and width in inches Columns and rows will be adjusted automatically according to the height and width entered Enter any notes for this layout in the Notes field To add the fields you wish to appear on your barcode label double click on the field name on the right hand side of the screen You will then see a box added to your layout To add an actual barcode right click on the layout and choose Add Barcode To edit the size of a text box drag
113. em click on POE J fen SHIR SL 60 25 Jassen E orena IR pee E rton Maono Ostot f 5 User anusi 26 Mart 7 Advance Search Mix lad Kiosk Search With Kiosk Search patrons can search for books by clicking on pictures To use Kiosk Search follow these steps 1 Click on the Kiosk tab 2 Click on the picture that best matches your search 3 Continue clicking on pictures down through the hierarchy until you find the picture that best matches your search To move back up the hierarchy click on the Back picture 4 The system will list the items belonging to the selected category 214 of 223 ILS User Manual 3 0 Tos ai SSS wem oles 28 3 R srd a O Easdreze Fla Automotives inentcos Literate Mathematics Medicne E Parets Picture Books Eat Ran Science Space i War pm z P llls K e go back mates the Back To get mow S E shout aa bum cack on E LLL za ra eg er pek Search Micros as meai ages oe ey Projects Patrons can view projects that have been created by staff To view projects follow these steps 1 Click on the Projects tab 2 Select the library for which you would like to see projects 3 To search for a project by title or keywords enter a search term and then choose Title or Keywords from the Search by box 4 To see all projects select All from the Search by box 5 Click on Search
114. erv stg ast yat g aaia diat g AN ada Zia ER da aat 60 FO Set Default Values sinisiin eii aoka 60 Creating SUDS Ct o erreien tives eia aE E E vas EER 63 Creating Copy RHNDSGLS osta erat deed esie orki 63 Set MARC TTT nnn a 63 MARC DISPLAY S NRT eT 64 MERGE TITLES occ ccdec cers sce h des foetus ds fobous seaeedes Sebo fis en ees de seh dus ences 65 CHANGE LIBRARY rona ibis Hick sees deshcns OT AE RAE OSEE 66 MOVECOPIES Sasan a Zan dOa a NE 67 GLOBAL HEADING CHANGE sse 68 KEYWORDS TAG DEFINITION ccccscesscccececeesessececececeesesssaeeeeeceees 69 Rop l te sonera E suid caste anc bet ous wobec E A een see cae 70 SHELE AST TTT 71 IMPORT BIBLIOGRAPHIC RECORDS eee 71 ITEMS CAN BE LOCKED BY DOING THIS WHEN YOU USE THE IMPORT PROGRAM IT WON T UPDATE LOCKED TERMS eee 71 MARC IMPORT OPTIONS sse 74 IMPORT AUTHORITY RECORDS see 74 CREATING AUTHORITY RECORDS 75 Creating Authority Records from a Template sss sese eee 76 CREATING O TET TTT 76 CREATING VIDEOS earann eaer entice EEE R AS 76 MATERIAL TYPE GLOBAL CHANGER ee 71 PRINT BARCODES AND SPINE LABELS sese 78 CUSTOM BARCODES reton E E 80 DERTALSS E E E E 81 Renewing the Serials v cccsscssscssccssugessesshssssesneetasessessdeesnesedsessescoees 82 Receiving Serials s c scsinscssdssstesceduihessodkesesstiontuascaseseagasceasigaacediests 83 Creatinga Reader List smania aa aa ai 84 T 85 Binding Serials ss isccsssicuscssssaasiacsiiges sesseiiondungesseuessaaceaviges coucsets 86 1
115. ese Language CirculationNotice If enabled an email will get sent after each transaction Copy Customized Fields INSIGNIA has given you TEN more custom fields that can be user configured They allow extra fields for information when you need them CopyNumberDistrictBased This feature when turned on will let the District control the copy numbers So if Library 1 has copy number 1 and then we add another copy to Library 2 then that copy number will be 2 CustomLayoutDistrictBased When enabled allows district based custom layouts 146 of 223 ILS User Manual 3 0 Decentralized IMPORTANT FEATURE contact INSIGNIA for help with this feature Developer Enable Advanced Modification features DisplayLocalCallNo Set if Local or District Call numbers appears in Searches and Reports DistrictBased IMPORTANT FEATURE contact INSIGNIA for help with this feature DistrictName Set your District Name here English English Language French French Language Hide Asset Hide Asset Feature Hide Homeroom Hide Homeroom options HidelnsigniaSearch Hide Insignia Search feature Hide Textbook Hide Textbook feature HidelfOnlyOneSchool If only 1 library in system Location will appear instead of Library in Search Results Hide ShowMe Hide ShowMe video buttons Holiday District Based Set if Holidays are set Locally or by the District HomeRoomCheckout Enable or Disable the Homeroom Checkout feature IsPublicLibrary Enable for Public Library Item Customized Fiel
116. esign Clear Designed Report Subject Title 3 Select a category Click on New 4 Enter a title for the report 5 Specify any criteria you like to specify it can also be specified later 6 Click on Save Click on Edit 7 Click on Report Design Laa 0 T g s 3 0 7 g g g Z 0 7 Tre rare ain Papen Header Ered E aap hane Pel Popon Tithe S E L mri Pap Hand Sect I Daa Sections _ Page fepe Borton H L U Zat iei 1 On the left side of the screen expand Database Fields by clicking on the 125 of 223 ILS User Manual 3 0 2 Expand ado by clicking on the 3 Drag and drop the fields on the report 4 To select special fields expand Special Fields by clicking on the To add a group click on the Group Name field Specify the field to group by When finished click on Save To print the custom report specify the parameters and click on Preview and then click on the print icon to print the report CONDO 126 of 223 ILS User Manual 3 0 Administration In the Administration module staff can set the configuration parameters for the library system Library Info provides a profile of your library as well as other libraries in the union When logged in as your library administrator admin you can only modify information about your own library You can modif
117. esters and Blocks before creating the Library Profile lt 2 Library 3 Records Found le x Find Library Library Information office Hours Holidays Semester Block Library ID fooot Libr Type Hon School Name insignia Library Demo New Clone Contact eas a Semester General v District Delete Holiday P Srl lt Visible First Office Hours cereal 2 Clear Lage Previous Next Phone No Iann 444 5555 Ext Fax No EEE Ee Email imarilyng insigniasoftware com Close Address 555 5050 St City Sanatan Province Alberta Show Me Country Canada v Postal Code roe 1M4 Nick Name Insignia Library Demo Editing History Notes Created Dec 20 2002 10 54 00 Created By Admin All Last Modified Jan 15 2007 10 38 00 Last Modified By Admin 0001 Office Hours Office hours are used to calculate fines when books are checked out hourly and are also used to determine weekend holidays To change office hours follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click Library Info 128 of 223 ILS User Manual 3 0 3 Click on Office Hours tab 4 Select the Category and click on Edit or click New to create a new category 5 Set the library hours To disable the hours for a particular day uncheck the text box 6 Click on Save x2 Library Information loj xj Find Library Library Information Office Hour
118. eted 00010000012 12 2 2002 240 86 Arts 2002 McMillan Publishin New Show Me Ne Preview Refresh ieie G 00010000013 12 2 2002 42 80 Fiction Johnson Distributin Completed 00010000014 12 9 2002 10 70 Science McMillan Publishin Completed 00010000015 12 9 2002 117 70 Arts 2002 Coles Books Store Completed 00010000016 12 9 2002 21 40 Fiction Coles Books Store Completed 00010000017 12 9 2002 10 70 Science Johnson Distributin Completed 00010000018 3 11 2003 128 40 Arts Coles Books Store Completed 00010000019 69 2003 142 31 Science Coles Books Store Completed 00010000020 7 5 2003 47 08 Arts 2002 Coles Books Store Completed 00010000021 7 5 2003 96 30 Coles Books Store New 00010000022 85 2003 53 50 English Textbooks Vass Vender Received 00010000023 88 2003 132 68 English Textbooks Coles Books Store Completed 00010000024 9 11 2003 26 75 Arts 2002 Coles Books Store New Placing an order To place an order in the Insignia Library System for an existing title requires just a few mouse clicks Once you receive the shipment cataloging requires a few more mouse clicks to complete the order We have now added the ability to assign different budgets to items within the same order To create a new purchase order for books 200 of 223 ILS User Manual 3 0 H U EK M oo N 10 11 Click on Acquisition on the Navigator Toolbar Select Find Add Order Click on New Select a budget fr
119. ew Enter the information you have about that individual title Click on Save al cad ales U 188 of 223 ILS User Manual 3 0 6 8 9 To add copies to a title locate the title and then click on the New button located under the Holding Detail tab Enter the number of copies you wish to add when prompted Enter any additional information for the copies you are adding Click on Save Linking Titles and Courses Linking titles and courses allows you to keep track of which textbooks are required for which course To link titles with courses follow these steps xe TextBooks 2 Records jo x Find Titles TitlesiCourses Patron Status Orders Title Math Power 2 Author Barklry Don Save Cancel ISBN ISSN Call No rT 345 Publisher Cassidy Pub Place Luton Delete Category Math x Copyright fooos Edition 2nd First Total fas Out fe In 42 Lost h Previous Holding Holding Detail Last Barcode Copy No Status Checkout By Checkout Dat Due Date Library Gee gt T0001000000001 1 Out ZAWATSKY 9 2 2006 12 8 2006 Insignia Libr T0001000000002 2 Out Cozicar Jacki 1 5 2007 6 9 2007 Insignia Libr Ie 7T0001000000003 3 Out KOROLUK B 1 8 2007 6 9 2007 Insignia Libr __ To001 000000004 4 Out PORTE Jade 9 2 2006 1248 2006 Insignia Libr T0001 000000005 5 Bindery Insignia Libr 70001000000006 6 Lost BAZIN Franci 11 27 2006 1248 2006 Insignia Lib
120. ew Indicators Show Me Click on Cataloging in the Navigator Toolbar Click on Global Heading Change Choose the heading type i e Name Subject or Series title by selecting the appropriate radio button Enter your search term into the Heading box Click on Search From the graph select the heading you would like to change Specify the new heading including all of the subfields Click on Preview to see the new heading If you are satisfied with the new heading click on Apply to make the changes Keywords Tag Definition Keywords Tag Definition allows you to choose which tags and subfields are indexed in keyword searches To add or remove tags follow these steps 69 of 223 ILS User Manual 3 0 HE keywords Tag Definition S Show Me 100 d System 100 q System 110 a System 110 d System 110 q System 111 a System Populate 111 d System iil q System 130 a System 210 a System a a a Adding a Tag to the Keyword Search 1 Click on Cataloging in Navigator Toolbar 2 Click on Keywords Tag Definition 3 Choose the tag you want to add from the Tag dropdown list 4 Select the subfield from the Subfield dropdown list 5 Click on Add To Remove a Tag from the List 1 Highlight the tag you want to remove from the list 2 Click on the Remove button You can only delete tags that are user defined Tags with the type System cannot be remov
121. from the list Copy Listing The Copy Listing is shown on the lower grid in the search results window It provides a list of locations for all the copies of the highlighted title Filter Search The Insignia Library System allows patrons to perform search in search Placing a check in Filter on the bottom left of the Simple Search screen will apply any new search term to the results returned in the preceding search In Advanced Search the filter is applied automatically by adding additional criteria in the Search Condition column Advanced Search Advanced Search is designed to assist patrons who want to use a variety of parameters to locate library materials more accurately In Advanced Search a patron can specify multiple search criteria using a Boolean interface Up to three of the following can be combined in any search 1 Title 2 Author 23 of 223 ILS User Manual Subject Keywords 3 0 Call Number ISBN ISSN LCCN 10 Publisher 11 Local Call 12 Series Titl 13 AR Level 3 4 5 6 Barcode 7 8 9 Number e 14 AR Test Number 15 AR Points 16 Lexile x Search by Keywords 9 Records found 15 x T Select All Search Condition T Deselect All Find kar oO Colleges Find Summerside Public Find And C Or And Not Tne x starts With Y Te gt sans With z searen C And Or AndNot Option Close Te gt
122. h E TE Show Me Created By _Preview Last Modified Aug 12 2003 9 53 00 Last Modified By District Ad Notes District Admin Edit tem Group Loan Limit Max Rene Loan Perio Grace Peri Renew Per Hold Perio Fine Rate Recall Pe amp gt Accelerated le 5 2 14 Day s 2 Day s 7 Day s 0 10 Day 0 Day s Books 5 14 Day s 2 Day s 7 Day s 0 10Day null Hourly Check 5 14 Day s 2Day s 7 Day s 0 10 Day 0 Day s ___ manuscripts 5 14 Day s 2Day s 7 Day s 0 10Day 0 Day s Media 5 14Day s 2 Day s 7 Day s 0 10Day null Periodical 5 14 Day s 2 Day s 7 Day s 0 10 Day 0 Day s __ Reference 5 14 Day s 2 Day s 7 Day s 0 10Day null Teacher Pacon amp AA hawla 7 Peur en 7 Peur en sn ANMaw N mae U Grade Mapping Grade mapping allows staff to assign certain patron circulation types to certain grades for circulation purposes To map grades follow these steps Go to Administration in the Navigator Toolbar Click on Circ Types Click on the Grade Mapping tab Click on the Edit button on the right side of the screen From the dropdown lists choose the patron circ type you wish to assign to each grade Once you are done click on Save M GM 155 of 223 ILS User Manual 3 0 ve Circulation Types A a item Circ Type Patron Circ Type Global Circ Type Grade Mapping Grad Circulation Type Save ECS Cancel S Get ac A Grade
123. h on the left side of the screen 8 Click on Search 9 To terminate a search in progress click on the Cancel button 10 To view the copy information for an item select the item in the grid To view detail information for an item double click on the item in the grid Advanced Search Options In advanced search patrons can apply additional filters to refine a search This can be done by clicking on the Options button Options that can be chosen are 1 Maximum records returned absolute limit is defined in configuration 2 Publication year range 3 Language 4 Material type 5 Audience type 4 Search Option k x Max Records Returned ooo ox Publication Date From To Close T Language Material Type Audience O Book O Primary C microform O Aduts CO Computer File O 4ges 4 9 O map Ages 10 15 O sound recording O Al Ages O videorecording O electronic resource O Side O Best Sellers Deselect All Select All Deselect All Select All 25 of 223 ILS User Manual 3 0 Check the option you wish to filter by and leave the rest as unchecked Changes made here are temporary and are lost when the patron closes the advanced search form Authority The Insignia Library System provides complete authority control and allows browsing authority indexes for names and subjects To search for books using authority search follow these steps 1 Click on Search in th
124. he item you wish to book and specify the time period or block you wish to book it for 7 Click on the Availability button to check if item is available to book and if it is click on the Book button on the right side of the screen Media Booking List Staff can view the bookings list for all patrons or for a specific patron Staff can also view outstanding bookings checked out bookings or finished bookings To view the bookings list follow these steps 195 of 223 ILS User Manual 3 0 Media Manager Booking Check Out Ie ED Check Out Booking Booking List Search Criteria J List EL Booking Between 26 2007 wj And 276 2007 Patron Barcode Find Patron exon tems To Check Out C tems To Checkin Finished Bookings C Show All Ee cares Select All Deselect All Grand Total Amount Paid Preview Close Time Fr Time To Booked By _ Date Start Date Until Status _ Di7sicalitone 1815 R 01 02 12 21 12 21 Meagan YA 25 2007 2 20 2007 1177 Farrtronics M90 B P 03 54 14 36 14 36 Lee Miller 245 2007 2 20 2007 Comments Pickup Deliver FP Technician Required pora chaos Delivery Charge Technician Charge P Pad Total Click on Assets on the Navigator Toolbar Click on the Media Booking List To view outstanding bookings for all patrons specify a date range make sure the Outstanding Bookings radio button is selected and click on List 4 Follow these
125. his report by individual patron booking dates material type and location You may also limit this report to include overdues 122 of 223 ILS User Manual 3 0 Equipment Kits lists all the kits you have in your system Equipment List lists all the equipment in your system You may limit this report by title purchase year vendor media type and location User Defined Custom Reports The Insignia Library System allows you to design your own reports To create a new report follow these steps 1 2 3 Click on Reports on the Navigator Toolbar Click on User Defined Select a category of report 3 1 Copies provides information relating to holdings 3 2 Patrons provides information relating to library users 3 3 Titles provides information relating to bibliographic item records 3 4 Equipment provides information relating to Media Manager equipment 3 5 Kits provides information relating to Kits that have been created in the Assets module 3 6 Circulation provides information relating to circulation statistics and information 3 7 Text Book Copy provides information on textbooks in the system To work with a report created previously choose the corresponding category and title from the dropdown lists To create a new report click on the New button Select the report columns you wish to use by clicking in the corresponding box beside the fields and placing a
126. hoose which tag you wish to edit and either double click on it start typing it in the box or click on Add Tag The system will automatically give you the list of MARC tags to choose from The first two columns are the original tag and subfield you would like changed The second two columns are the tag and subfield you wish to map them to When finished click Save Create a New Mapping Type 1 2 3 Click on New Type the name of the format type in the box Follow the same steps as above to enter tags you wish to map 170 of 223 ILS User Manual 3 0 4 When you are done click on Save 5 On the Item tab once you have chosen the file you wish to import simply click on the Mapping Format dropdown list and choose which format you wish to use when importing Import Patrons Staff can import data from different sources Using the Insignia Library System staff can create templates to import data from any student information system To create a template you need to know how the data was exported from the student information system Staff may also choose to import pictures for patrons To import Patron information follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click on Import on the Navigator Toolbar 3 Select the Patron tab AG Import Item oj x Schedule Loa Offline Circ Accelerated Reader Text Catalog Lexile Patro
127. ialibrarybackup bak file is critical Restore To restore the library system follow these steps Caution Restore will result in the loss of changes made since the last backup Restore Library System Database User Name la sts Password e if 167 of 223 ILS User Manual 3 0 Destination Backup Date Click on Administration on the Navigator Toolbar Click on the Restore Enter the user name and password Click on Next Select the backup you would like to restore Click on Restore to start the restoration call Insignia Software before restoring the data ee Import Data The Insignia Library System allows staff to import data for patrons and materials Staff can import data for patrons from any student information system using user defined templates The Insignia Library System can import any file that is MARC compliant When importing data you should decide if you want to import Copy Information and also what to do if the title already exists in the database Staff can also choose to do a MARC test on the data they want to import to determine if the MARC records can be imported successfully into the library system To test a group of MARC records click on the Test button 168 of 223 ILS User Manual 3 0 4 Import Item F i0 x tem Textbook Schedule Loan Offine Circ Accelerated Reader Text Catalog Lex M Options Fie Name Selec
128. if prompted reboot the computer and start the setup again 4 Read the License Agreement and click on I Agree to accept the terms of the agreement 5 Enter your Library Name Library ID and serial number Insignia Library System xj Please enter Library Information Library Name Demo Library ID 000 Serial No 7800001 LS 99999 199905 4977769 OK Cancel 6 Select the options needed as shown below 7 Library System If you want to install the library system 8 Database If this machine will be the server 9 Web OPAC If you want to install Web OPAC 13 of 223 ILS User Manual 3 0 BA por a Be nsigna libran system setup W Library System M Database M Web OPAC IV DB Sync Ic DB Config Install Library System for yourself or for anyone who uses this computer Every one C Just Me Click this button to install Insignia Library System software to the specified destination directory Library System Directory C Program Files Insignia Library Change Directory T WebO pac Directory Library Exit Setup 10 DBConfig To Install Database Configuration Tool 11 DBSync To Install Database Sync Tool 12 Click on setup icon to start the installation 13 You may be prompted to install net framework click Yes 14 You may receive the following message to restart click No Microsoft SQL Server Desktop Engine You must restart your system for the configur
129. irculation Flags 1 The Insignia Library System allows staff to enable or disable circulation restrictions When the circulation restrictions are enabled you will be prompted to enter a password If disabled only a warning is given before items can be checked out 2 Should the fines module be enabled 3 If the Allow multiple Check In box is unchecked the user will get a message if they try to check in an item that has already been checked in 4 Should an item be checked out to an individual then checked out to the next user without first being checked in without a prompt Homeroom Checkout Sort By An option has been added to allow you to set the sort order of the Homeroom checkout window You can choose to have it either sort by first or last name Check Out to Reader List 134 of 223 ILS User Manual 3 0 When this feature is enabled serial issues being routed will be checked out to the Reader List instead of individual patrons on the list Patron The following parameters are saved for patrons 25x Circulation Patron Automation Miscellaneous Catalog EDI WebOpac Library Card Expiry Date z Defaut Expiry Date Same as Issue Date ave A Cancel The End of Academic Year Valid Period C Default Value 1 Year s Show Me Base on grade J 42 Student Grade Default Pictures T Save patron picture in following path M Patron Default Password Default Patron ID D
130. istory 76 Patron Passwords 77 Patron Profile 73 Patron Reports 85 Payments 171 R Restore 140 S Security 134 Security Profile 76 Semesters 104 U Union Local 22 Update 109 V Vendor Profiles 172 Z Z39 50 Hosts 132 222 of 223 ILS User Manual 3 0 223 of 223
131. it List Close_ stow Me Birthdays lists patrons and their birthdays Select a date range homeroom or subset Circulation Types lists patron circulation types and their circulation restrictions Fine History lists fine details for patrons Select a single patron homeroom patron group status or subset You may limit the report to a fine activity date range You may choose to include lost items with overdue amounts or not Homeroom List lists homerooms with teachers Items checked out single patron lists title call number checkout date due date barcode number and status of items checked out to a single patron You may also choose to print overdue amounts only List of Expired Inactive Patrons lists patrons who have expired or inactive memberships You may limit the report to a specific homeroom or by subset Patron Circulation Statistics lists patron circulation statistics You may limit the report by date range times overdue times renewed and subset You may also group 112 of 223 ILS User Manual 3 0 this report by Homeroom Patron Circ Type and Patron Group Patron Groups lists patron groups level of permission and number of patrons assigned Patron List lists patrons You may limit the report to a specific patron group or subset Patron Mailing Labels prints standard mailing labels for sending notes to patrons You may limit the report by patron group patron last name postal zip code and subset You
132. ive it a barcode number Creating a Reader List The Insignia Library System allows staff to create a reader list that can be used to check out new issues of a serial as they are received To create a reader list follow these steps 84 of 223 ILS User Manual 3 0 A Reader List Reader List Staff v CheckGut To The List Ee CheckGut To Individual Order Barcode FirstName 1 LastName M1 P0001100092885 Geoffrey White 92 P0001100518483 Taylor Stone Add Patrons 1 Click on Cataloging on the Navigator Toolbar Click on Find Add Serials Search for the serial for which you want to create a reader list and then select it Click on the Routing List button Click on New Enter a title for the list Add patrons to the list by clicking on the Add Patrons button and then searching for the patrons Once you have finished adding patrons to the list click on Save on NDNA GO Once you create a Reader List for a serial the system automatically reserves the new issue for the patrons in the order they are listed Routing Once you have created a Reader List for a serial you can use the Routing feature to route issues of that serial The issues will either be signed out to the Reader List or to individual patrons on that list depending on the option 85 of 223 ILS User Manual 3 0 chosen in Administration gt gt Configuration gt gt Circulation To route an issue of a
133. ized Should the system automatically apply basic MARC punctuations Should the user be prompted to add a copy when importing or creating a new bibliographic record Should the system keep material types when importing Should the system keep audience types when importing When displaying shelf list what should be the default range Z39 50 Search Parameters What should the connection timeout be when connecting to Z39 50 servers Search Parameters What is the maximum number of records that should be returned from a catalog search Barcode Format Here you can choose to use quick barcodes This feature allows you to enter part of the barcode rather than the full 14 digits to bring up the record Selecting the Ignore Leading Zero option will remove any leading zeros from a barcode scanned into circulation The quick barcode feature can now be set separately for Patrons and Copies Default Search By When in searching in the catalog module what should be the default Search By criteria Default MARC Mapping Format What should be the default MARC mapping format when importing MARC records Default Condition 140 of 223 ILS User Manual 3 0 What will be the default condition of items added to the catalog Classification System Which classification system will be used EDI Here staff can specify different parameters required for EDI communication Peri Circulation Patron Automation Miscella
134. k is provided When a word is misspelled the color will change to red To verify the spelling click on the word in question with the right mouse button and you will see the list of suggested words You can also start spell check by pressing F7 Toolbar GU BII er Le ee ERER x S You can customize the top toolbar with the most commonly used features from the Navigator Toolbar To add an icon just drag an icon while holding the left mouse from the navigator and drop it on the top toolbar To remove an icon from the top toolbar click it with your right mouse button and then click OK to remove it 18 of 223 ILS User Manual 3 0 The program automatically remembers the configuration and attempts to restore it whenever the program is started again Shortcuts The following Shortcuts are used in the Insignia Library System F1 Help F2 Tool Tip F3 Find Add Item F4 Loan History F5 Check In F6 Check Out F7 Spell check F8 Simple Search F9 Change Library F10 Homeroom Check Out F11 Renew F12 Logout Alt F8 Advanced Search Ctrl F1 Staff Ctrl F Configuration Ctrl E Find Add Equipment Ctrl M Find Add Serials Ctrl Q Quick Card Ctrl R Patron Reports Ctrl T New Item from Template Ctrl Z Z39 50 Search Ctrl Shift O Find Add Order Right Mouse Click On most screens users can press the right mouse button to invoke relevant commands Sorting Data in Grid
135. ked out 7 Click on the Checkout button on the right side of the screen aS Media Booking To book a Media item follow these steps 194 of 223 ILS User Manual 3 0 x Media Manager Booking Check Out lik Check Out Booking Booking List l Patron JPissooooo1g Find Patron Lee Miller Equipment v 16mm Film Projectors 2 All Selected Items are available 3 Lens for Projectors 22a 12 In 25mm Lens ofr EL5100 228 5 In 25mm Lens for EL5100 228 6 In anamorphic for Projectors 22a 9 In anamorphic for EL5100 228 2 Out 50mm Lens for EL5100 224 3 Out 50mm Lens for EL5100 228 4 In Bell amp Howell 22 26 Out Elmo 16 CL 22 27 In Kodak 22 28 Out Elmo 16 CL 22 12 Out Elmo 16 CL 22 20 In Bell amp Howell 22 25 Out x From 2neno07 Zl lana Comments Book 2421 12007 ar Technician Availability etal N Required Close 1 Click on Assets on the Navigator Toolbar 2 Click on Media Booking 3 Scan Patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation 4 Now you can specify your search criteria by clicking on the dropdown lists the first list will allow you to specify whether you are searching for equipment kits or rooms In the second drop down list select the appropriate type if any and click on Find 5 This will display the media matching your search on the left side of the screen 6 Highlight t
136. ks it in When the book is checked in a message appears informing the librarian that it belongs to another library The book is sent to the holding library and its status changes to In Bound The holding library checks in the item when it is received from the requesting library and the item status changes to In To see what items are in the process of being loaned between libraries in the union click on Reserves List in Circulation on the Navigator Toolbar You can quickly distinguish between inter branch loans and local reserves by looking at the first two columns on the Reserve List Library and Pickup At These fields remain blank for local reserves The first field Library contains the name of the library that owns the item and is lending it to a patron at another library The second field Pick up at contains the name of the library that will receive the item and circulate it to the requesting patron You can edit the pickup location of your reserve by following these steps arwNn gt Double click the item you wish to edit Click on Edit Choose a new pickup location from the dropdown list Click Save Click Close The status of inter branch loans is displayed on the Reserve List as In progress or Available signifying exactly the same thing as they do in local reserves In 41 of 223 ILS User Manual 3 0 addition however inter branch loans may have the status of Inbound
137. l No Title Authors F HOW Bunnicula a rabbit tale of mystery Howe Deborah F HOW Bunnicula strikes again Howe James 1946 ER The acorn tree and other folktales retold and illus Rockwell Anne F 398 20913 MAM The Barefoot book of tropical tales Mama Raouf 1956 F HIT Alfred Hitchcock presents stories to be read witht VID HAR Harold and his amazing green plants EP El gato con botas Perrault Charles 162 Subject 740 BRE That cat step el gato a new rhythm dance Breau Louis 1893 19 thi 760 ART Art in Rome in the eighteenth century Call No VID SOU South America T Fiter 636 8 MIL Cats 1 Miller Michaela 1961 poeowosceccocGo cao ip t tn Ts TT s T 1 gt I gt 910 91634 MAR Sinking of the Titanic and great sea disasters a Marshall Logan A141 541 FF The cat and the wizard t Suh Tite t Lee Nennis 1939 Show Favorites Bddtolkavorkes Call No Status Vollss Date Check Out By Check Out Due Date Library Location Print Favorite F HOW Maintenance Green Hills Libr Print Copy Info To find an item using Simple Search follow these steps 31 of 223 ILS User Manual 3 0 Click on Search on the toolbar to the left Click on Simple To search the entire union select Union at the top left Type in your search query Press enter or click on Search if you want to search by the default which is search by keywords Optionally you can select one of the icons on
138. lected issues from being circulated Projects The Insignia Library System allows staff to create projects In a project a librarian can group together different items such as books multimedia files and web links into a collection Patrons can then search for the project and find the relevant information in one screen rather than searching for the items individually To create a project follow these steps v Projects 3 Records Find Projects Project Detail Uae Description Book Report English 10 Book Report English 10 Editing History Created Aug 24 2006 9 40 00 Created By Admin 0001 Last Modified Jan 15 2007 8 36 00 Last Modified By Admin 0001 items gt READINGS IN WESTERN CIVILIZATION 886609 KNOLES KNOLES http www insigniasoftware con Click on Cataloging on the Navigator Toolbar Click on Find Add Projects Click on New Give your new project an appropriate title FODE 87 of 223 ILS User Manual 3 0 5 To add an item from the library catalog to the project click on Find Item Search for the desired item and select it from the results list Then click on Apply 6 You may repeat step 5 until all desired items are found 7 To add a URL multimedia object to the project click on Attach 8 Click on New 9 Select the attachment Type from the dropdown menu URL Video Or Audio or Picture 10 Enter a title for the attachme
139. lick on Cataloging on the Navigator Toolbar 2 Click on Import Authority MARC 74 of 223 ILS User Manual 3 0 3 Click on the icon to select the file path 4 Browse for the file and click on Open 5 Click on Import From a Web Site 1 Click on Cataloging on the Navigator Toolbar 2 Click on Import Authority MARC 3 Using Internet Explorer go to a web site that allows you to download MARC authority records 4 Select the option that lets you save the MARC record 5 Press Ctrl A to select the text and Ctrl C to copy it to the clipboard 6 Change focus to Insignia Library System 7 Click on Import From Clipboard Creating Authority Records Librarians can create authority records To create authority records follow these steps A Authority Find Authority authority Search By Surject m starts with x fren Find Authority Name gt Rendell Ruth 1931 1 Click on Catalog on the Navigator Toolbar 2 Click on Find Add Authority 3 Click on New Select the desired tag and then click OK 4 To add additional tags click on New Tag 75 of 223 ILS User Manual 3 0 5 D 2 OoN 11 0 To save the record as a template click on Save As Template Enter a name for the template or select a template from the dropdown list Click OK Enter the required information to create the record Click on Save Sp
140. lick on Import Bibliographic MARC 3 Using Internet Explorer go to the web site that allows you to download MARC records ge KOM a 72 of 223 ILS User Manual 3 0 4 On the web site select the option that lets you save the MARC record 5 Select the MARC code by pressing Ctrl A then press Ctrl C to copy it to the Clipboard 6 Change focus back to the Insignia Library System 7 Click on Import From Clipboard Below is an example of how you would import a bibliographic record from the Library of Congress 1 Start Internet Explorer and go to http www loc gov 2 Select Search Our Catalogs and then choose Basic Search 3 Set Search Type to Title then under Search Text enter Physics without quotation marks 4 Press Begin Search 5 Click the hyperlinked title of any returned items for a brief outline of the record e g my search returned Acta ciencia Indica Physics 6 Click on either Full Record to see the entire record or MARC Tags to view the MARC layout 7 If you are satisfied with this record and want to import it into the Insignia Library System go down the page and click on MARC Format ONLY Save 8 Click on Print or Save Search Results 9 A window will open with a single line of text across the top Press Ctrl A to highlight it and then Ctrl C to save a copy to the clipboard 10 Go back to Insignia Library System 11 Click
141. m 117 1 2006 X To 117 1 2007 X Next Will Arrive 17 972007 z Show Me Renew Date RC hn 172008 E Start Vol fi33 Start Issue fi New Issue Volume No Issue No Date Expected Magazine Date Arrived Date K 133 10 10 9 2007 10 9 2007 0 133 9 9 9 2007 9 9 2007 133 8 8 9 2007 8 9 2007 0 133 7 74912007 74912007 0 133 6 6 9 2007 69 2007 0 Catalog Old Issues 1 go to the catalog menu and then Find Add Serials 2 Click on New to create a new serial 3 fill out values making sure to set the following values 3 1 Subscribe From Date of first magazine issues in hand eg 7 1 2005 3 2 Subscribe To Date of ending subscription date eg 7 1 2006 3 3 Next will arrive Next issue expected date eg 8 1 2005 3 4 Renew Date Must be same as Subscribe Date eg 7 1 2005 3 5 Start Vol for issue in hand eg 118 3 6 Start Issue for issue in hand eg 27 4 Once all the information has been entered you are now ready to renew the serials Renewing the Serials Renewing your serials will give you an entry into the serials detail window for all of the issues you will receive throughout the subscription length To renew a serials title follow these steps 82 of 223 ILS User Manual 3 0 x Magazine D3 5 xj Find Serials Serials Detail Renew claim Receive Search Renew DeteFrom M 276 2007 To M 462008 gt Vendor lt Title Find Renew Subscription Select
142. menu and then to Computer On the booking tab select the time frame the patron wants You can then click on Find Patron to look up who needs the machine Then you can click on book to book that time slot If you booked in the wrong time frame you can select that time frame and then click on cancel to cancel that booking 199 of 223 ILS User Manual 3 0 Acquisitions The Insignia Library System allows you to keep track of purchases in your library If you are ordering a book already found in your collection ordering and cataloging requires just a few mouse clicks The Insignia Library System Acquisitions Module also includes comprehensive budgeting that allows staff to keep track of all the funds available for the library We have also added the capability to assign different budgets for a single order The Acquisitions menu now has selections for New Order Ctrl O New Budget and New Vendor lt 2 Order 25 Records Found Find Order order Search By p o Number BI Starts With x fl Find P O Order Date Order Amt Budget Name Vendor Status Fay Bill 00010000006 10 9 2002 12 84 Arts Coles Books Store Paid Detail 00010000007 10 9 2002 92 02 Ars Future Shop New 00010000008 1047 2002 25 68 Arts Future Shop Paid 00010000009 1047 2002 21 80 Computer books Future Shop Completed lose 00010000010 1047 2002 246 83 Special Projects Coles Books Store Paid 00010000011 12 2 2002 29 85 Fiction McMillan Publishin Compl
143. n 95 Circulation Patron Automation Miscellaneous Cetalog EDI T WebOpac M Media File Path Multimedia JLAILSR25 Demo Muttimedia S E Show Me video ENLSRZSDemoishowme T Sose Show Me L Use NT Security Get Captions From Database Show Overdue Time Default Barcode T H Prefix Auto Number Start From Barcode Length tem Barcode mo 1142 Fixed Length 14 Patron Barcode pooo 7 M Fixed Length 14 Textbook Barcode Tooo 408 V Fixed Length 414 Default Barcode What barcode format should be used Staff can specify the prefix starting point and length of barcodes In the Prefix column input any desired alphanumeric prefix up to six characters This will be the prefix used if you choose to automatically generate your barcodes when creating new item copies and new patrons In the AutoNumber Start From column specify the number of the first item or patron barcode subsequent numbers increase by an increment of 1 You may specify 138 of 223 ILS User Manual 3 0 that your barcodes be a fixed length A maximum of 14 characters including leading zeros is permitted Show Overdue Time This option will allow for the overdue time to be shown within circulation Use NT Security Using this option will allow the system to use the same logon as your network logon Therefore once you are logged into your network you will not have to logon in with a password to the library
144. n 4 gt Options File Name Select File Format Insignia vl Import Patron Identity Barcode lt Close V Skip the first line T Update exist record only Show Me T Compare date modified T Add Pretix f Cancel If the patron record being imported already exists then z r ave Skipthe patron Create new patron Update the patron E 5 Import Picture Path O S Pictures Picture Name Start With Barcode lt l T Add Prefix p199 New Jersey Import 4 Select the file you wish to import from 5 Select a format for importing the data by clicking the down scroll button beside the format search box You 171 of 223 ILS User Manual 3 0 may create or modify a custom import format by clicking on the button ve Import File Format Specification Format Name paa lt Total Field Amount fi 0 Fix Field Format Tab Delimited G Delimited Format Field Name Relation Barcode City Country DOB EcPhone ECAddress Email 6 Click on Import 7 If you want to import pictures select the file and click on Import Pictures 8 By default the program will match the pictures by their Barcode Number We have now also added the ability to have it also match by Patron ID or Student ID 9 If the data is inconsistent with what the system is expecting warnings such as The fields ended before expected do you wish to continue will appear A mess
145. n Notes button 14 To print the list of items checked out click on Preview then click on the printer icon 15 To print a receipt for the patron for items checked out today click on the Check Out Receipt button Check In from Check out window The check in button on the check out screen will now check the selected books in rather than just taking you to the Check in window Change Default Due Date Staff may change the default due date for any items being checked out To change the default due date check the Set Due Date To checkbox and select the new date Be aware that until the checkout window is closed or the checkbox is unchecked the new default due date will remain in effect instead of the due date based on circulation parameters Override Default Permission The Insignia Library System is designed so that staff can override restrictions Suppose a patron is only allowed to check out two items and wants to check out a third Staff 35 of 223 ILS User Manual 3 0 can allow the additional checkout by entering the override password Setting Override Password The override password can be set in Administration gt gt Configuration gt gt Circulation Click on Edit then type the password into the Override Pswd box confirm it and save Offline Checkout If the database is not connected to the network you will be able to continue checking out offline Once the server connection has bee
146. n System Insignia Media Manager Insignia Z39 50 Gateway A Da 10 of 223 ILS U ser Manual 3 0 Setup Insignia Library System Setup Unless instructed accept the default prompts during the setup Chec 1 2 3 10 k List Close Disable all programs including antivirus program during the installation You must login with administrative privilege to install Net Framework You must have server service running on Windows 2000 computers MSDE installation will rollback without server service this service can be installed by installing the File and Printer Sharing for Microsoft Networks see instruction below on how to install this service You must have Microsoft Internet Information Server installed on the server for Web OPAC if you are not sure how to install Microsoft Internet Information Server have Windows 2000 XP CD available and call Insignia Software or follow instruction in section Installing Internet Information Server Static IP address and Unique computer name for the server is required You must have Internet Explorer 5 5 installed Sound card with drivers installed for multimedia and ShowMe videos Latest service pack for operating system Windows 2000 XP Operating System supported Windows 98 2000 Windows XP Recommended Windows 2000 XP To use 239 50 client you must have Internet access and be authenticated by the firewall if any 11 of 223 ILS User Manual 3 0 I
147. n also be acquired by right clicking the item then left clicking on View Detail If you wish to import the MARC record into your existing collection simply select the item from the grid and click on Catalog It The Catalog It feature is discussed in more detail in Chapter 3 Cataloging U Z39 50 searches also allow search in search functionality in the same way that an Advanced Search does Simply adjust the Boolean operators and or not and apply additional search strings Search in search functionality allows for more precise record retrieval with integrated Z39 50 searches 33 of 223 ILS User Manual 3 0 Circulation The Insignia Library System is a complete library automation system It is fully configurable allowing librarians to restrict circulation tasks to other staff members or enable limited circulation permission to patrons We have also added the ability to print out receipts for your patrons Important If textbook tracking is enabled staff can circulate textbooks by selecting the Textbook Checkout button from the Circulation interface Checkout eta ME IA P1990000013 Find Laren Notes Patron Info New Patron Name Lesley Ann Finnen Type Staff EL heme Loaned 3 Temporary Copy Notes tems Overdue 2 Fine Due 0 00 Barcode ir Computer Booking Tan 0 J Set Due Date To 37 1 2007 x T current Patron Only Books Damaged 0 Library Check Out Textbook Check Out 7 Show Textbook IV
148. n restored you are able to update the circulation data by selecting Import Offline Circulation Set Printer Before you can print checkout receipts you will need to set up the system to recognize your slip printer Clicking on the Set Printer button will bring up a list of the printers currently installed select the printer from the drop down list and click OK Check In oe PSE Scan Barcode AT C S Detail Information Title Stars A guide to the constellations sun moon planets and other Barcode 10001000010724 Price 0 00 Close _Former Condition New Location Main Check Out Check Out by Homeroom F Fine al Patron Barcode Type Due Date 35 2007 I Textbook _show Me_ Notes Current Condition new z New Location Main z Fine Assessed ES Options gt gt Books Checked In 1 To Check In items 1 Click on Circulation in the Navigator Toolbar 2 Click on Check In 36 of 223 ILS User Manual 3 0 3 Scan the item barcode and press enter 4 Repeat steps to check in other items 5 If an item is on reserve a message box will pop up alerting you to this fact Reset Check In date In the Insignia Library System circulation staff can reset the check in date This feature is useful in the event of an interruption in library service if fines are being calculated It is important that patrons are not fined for overdue material if the librarian is not able to check in
149. nd then click on Find to display all archived Patrons From this list you can remove the items you need or all of the Patrons ONCE PATRONS 109 of 223 ILS User Manual 3 0 ARE REMOVED FROM ARCHIVE THEY ARE GONE FROM THE SYSTEM Reports The Insignia Library System has more than 100 predefined reports in the following categories plus the ability to produce fully customized reports Patrons Catalog Circulation Textbook Miscellaneous Media Manager User Defined Report Designer ONOARWN gt 110 of 223 ILS User Manual 3 0 je foe reo feo re 6 HIE A 5 Acquisition Each report has multiple criteria allowing staff to create reports based on the information they are interested in Most reports with relevant information can also be applied to a patron or item subset you have previously saved Patron Reports There are 14 Patron Reports as listed below 111 of 223 ILS User Manual 3 0 5 xj Patrons Catalog Circulation Textbook Reports Miscellaneous Media Manager Local C Union Circulation Types Fine History From items checked out single patron To List of Expireddnactive Patrons Patron Circulation Statistics Patron Groups Subset Homeroom Patron Mailing Labels Patron Transactions Status Patrons with books checked out but no deposit Patrons With Fines Patrons with no books checked out but no refund al Order By BI lt Ed
150. nen Lesley 23 2007 2 47 25 2007317P 0 Fine Paid Waived Fine Due Dele Created 45 of 223 ILS User Manual 3 0 Loan History by Patron a Loan History Search Copy Barcode Te T itn L Fina _ Close Patron P1880000013 Find Patron Lesley Finnen T union Show Me IV Show Textbook IV Show Library Book mee Loan History Title Author Copy Barcode Patron Checkout Date Checkin Date Pr Stars A guide to the constellatio Zim Herbert S LOOO10000107 Finnen Lesley 23 2007 2 47 2N5 2007317P 0 Toad Takes Off by Susan Scha Schade Susan LO0000000117 Finnen Lesley 2 8 2007 10 44 2 9 2007 2 27PM 54 The carousel Belva Plain Plain Belva L00010000134 Finnen Lesley 2 8 2007 9 18 A 0 Toad Takes Off by Susan Scha Schade Susan LO0000000117 Finnen Lesley 2 8 2007 9 18 A 2 8 2007 9 45 AM Piglet is Entirely Surrounded by Milne A A L00010000124 Finnen Lesley 2 8 2007 9 17 A Carols by candlelight Pamela WV Wynne Pamel LO0010000130 Finnen Lesley 1 19 2007 12 55 2 5 2007 8 50 AM Carols by candlelight Pamela Yy Wynne Pamel LO0010000130 Finnen Lesley 1 19 2007 12 55 2 7 2007 8 44 AM 5 0 0 0 Type Fine Fine Paid Waived FineDue Date Created To find the loan history for a patron follow these steps 1 Click on Circulation on the Navigator Toolbar 2 Click on Loan History 3 Enter the patron name scan the patron barcode or just click the Find Patron button Once you h
151. neous Catalog EDI Webopac MEDI Setting Pa EDI Identification pelea ta x Edit EDI Message outbound directory BBS Show Me EDI Message inbound directory l Email profile E Mail server a Web OPAC In the Insignia Library System Web OPAC configuration is customizable Staff can choose to enable and disable different features of Web OPAC in real time The parameters that staff can control are listed below 141 of 223 ILS User Manual 3 0 conaran EE eee Circulation Patron Automation Mis aren Catalog Sp WebOpac gt WebOpac Setting Session timeout 10 minutes cave Page size 50 records per page Cancel IV Allow Inter Library Loan M Allow patron to change Personal information I Show call number IV Allow patronto renew Ie Allow patron to reserve IV Allow patron to book M Browse subject and author index Minimum search character 1 Max Search Results Returned Determines the maximum number records to be returned within a single search It is important to keep this number less than 1000 If this value is set too high searches for simple terms may put undue stress on your network Minimum Search Characters This parameter defines how many characters a patron must type for a search to be run It is strongly recommended that this should be set to 3 as this covers most useful words If this parameter is set to 1 you may put undue stress on your network Timeout Sets the number of min
152. ng on the Navigator Toolbar then on Copy Subset 2 Search for the records you would like to subset 3 To select multiple records right click the desired records Then click the Subset button 4 If you want to subset all the records then you can use the Subset All feature Set MARC Template You may pre configure which MARC tags will appear on the MARC code tab To configure the Marc Tag Display 63 of 223 ILS User Manual 3 0 Y Set MARC Template ioj xj Derce Tag TI Additional material characteristics R Show Me Physical description fixed field R Library of congress control number NR Preview Patent control information R National bibliography number NR National bibliographic agency control number R Copyright registration number R Copyright article fee code NR International standard book number R International standard serial number R Other standard identifier R Overseas acquisition number R Standard technical report number R Publisher number R Coden designation R Postal registration number R Datetime and place of an event R Coded cartographic mathematical data R Click on Cataloging in the Navigator Toolbar Click on Set MARC Template Select an item type from the drop down list and then click on Edit 4 Select those tags that you wish to have appear on the MARC code tab for items of that type and click on Save aN
153. ng simple search follow these steps Go to computer_name library Click on the Simple tab Enter the search criteria and press enter the default search is by keyword TETTEI e0 20 SJJ E Erbo Moost Outook S 15 User Manasi 25 mark E Search tenai Unt r Click on the title to see the item record You may sort by Title Call No Author or Subjects Just click on the appropriate hyperlink in the title bar to sort by this field Click on the pink arrow to change between ascending and descending order Favorites List After performing a search patrons may add items to a Favorites List The Favorites List will not be saved it will disappear once the patron logs out To add items to a Favorites List follow these steps On the search results screen check the box in the column on the left for each item to add to the list 210 of 223 ILS User Manual 3 0 Then click on the Add to Favorites button located at the top or bottom of the screen To see the Favorites List click on the My Favorites hyperlink near the bottom of the screen e My Favorites Microsoft Internet Explorer ioj x File Edit View Favorites Tools Help Lid My Favorites Detail List Print Close Oi The acorn tree and other folktales retold and ER Rockwell Anne F illustrated by Anne Rockwell C2 Alfred Hitchcock presents stories to be read with F HIT the door locked O3 That cat
154. nstalling Internet Information Server gi PON o NO Click on Add Remove programs Click on Add Remove Windows components Select IIS Click on Details Uncheck the following if available FTP Visual Interdev SMTP Click Ok Click Next After installation reboot the computer Installing File Print Sharing for Microsoft Networks 1 NOOR WN Click with right mouse on My Network Places and select properties Double click on the Local Area Network Click on Properties Click on Install Select Services and click Add Select File and Printer sharing for Microsoft Network Click OK to complete the install Install Client for Microsoft Network 1 NOORON Click with right mouse on My Network Places and select properties Double click on the Local Area Network Click on properties Click on Install Select Client and click Add Select Client Services for Microsoft Network Click OK to complete the install You will also need to make sure you are running Dot NET Framework versions 1 0 and 1 1 It is also recommended you apply any critical patches from Microsoft Installing Insignia Library System 1 Insert CD 12 of 223 ILS User Manual 3 0 2 Setup should start automatically if it does not double click on ILSSetup exe on Insignia Library System CD 3 Setup may prompt to install the net framework click Yes and
155. nt 11 If you are attaching a web site enter the URL into the Location field If you are attaching a multimedia file browse for the file by clicking on the button 12 Click on Save to save the attachment 13 Repeat until you have added all desired URLs multimedia files 14 Click on Save to save the project Publisher Staff can maintain profiles of publishers in the library system Adding a Publisher To create a publisher profile follow these steps A Publisher 3356 Records Found K L ioj xj Find Publisher Publisher Merge Name jarper Collins Contact Account No Phone No Ext l Fax No Email Address City New York gt Province gt Country Junited States gt Postal Code htt H l Currency US Dollar x Identification l Identification x Agency Show Me spake T Use EDI Editing History _ _ _ gt Created Feb 16 2007 13 23 00 Created By Admin 0001 Last Modified Feb 16 2007 13 23 00 Last Modified By Admin 0001 88 of 223 ILS User Manual 3 0 Click on Cataloging on the Navigator Toolbar Click on Find Add Publisher Click on New Enter the information available Click Save once finished Publishers can also be merged in the system This is useful if two publishing companies merge M GM Merge Publishers To merge publishers follow these steps lt 2 Publisher 3356 Records Found Mei x
156. nter the patron s information in the search box 99 of 223 ILS User Manual 3 0 4 Find the patron for whom you would like to get more information and select their name 5 Click on Loan History x Loan history of Lesley Ann Finnen ISP items On Loan Reserve information PB Information Loan History Fines Paid Current Status tere Loaned 0 Items Overdue 0 Fine Due 0 00 Books Lost 0 Books Damaged 0 I Show Textbook Show Library Book been Loan History Title Author Copy Barcode Patron Checkout Date Checkin Date Pee Carols by candlelight Pamela Wynne Pamel L00010000130 Finnen Lesley 1M9 2007 12 5 2 5 2007 8 50 AM 0 Carols by candlelight Pamela Wynne Pamel L00010000130 Finnen Lesley 1 9 2007 12 5 2 7 2007 8 44 AM 0 Piglet is Entirely Surrounded by Milne A A 00010000124 Finnen Lesley 2 8 2007 9 17 A 26 2007 0 Stars A guide to the constellati Zim Herbert S LOO010000107 Finnen Lesley 2029007 2 47 25 20073 17P 0 The carousel Belva Plain Plain Belva L00010000134 Finnen Lesley 2 8 2007 9 18 A 2M6 2007 1 52P 0 Toad Takes Off by Susan Sch Schade Susa L00000000117 Finnen Lesley 2 8 2007 9 18 A 2 8 2007 9 45 AM 5 50 Toad Takes Off by Susan Sch Schade Susa LO0000000117 Finnen Lesley 2 8 2007 10 44 2 9 2007 2 27 PM 5 50 Type Fine Fine Paid Waived Fine Due Date Created Note You must turn the Track Loan History option on by selecting the checkbox located on
157. o visual equipment and computers Asset Tracking consists of a Media Manager and a textbook tracking system Textbooks The Insignia Library System allows you to keep track of multiple textbook titles and volumes Within the Textbook module information about vendors orders and textbooks may be easily maintained and updated Creating Titles To add an individual textbook title follow these steps AN TextBooks 2 Records h lt S Find Titles TitlesiCourses Patron Status Orders Title Mah Power Author Barry Don Save ISBN gau TT Paa rans SSCS Publisher Cassy pwee lan TE Category Math lt Copyright 2003 Edition Dra a Total fas ot fe faz tot fr en Holding Holding Detail Barcode Copy No Status Checkout By Checkout Dat Due Date Library Tooo1 000000001 Out ZAWATSKY 9 2 2006 4248 2006 Insignia Libr T0001 000000002 Out Cozicar Jacki 1 5 2007 6 9 2007 Insignia Libr 10001000000003 Out KOROLUK B 1 8 2007 6 9 2007 Insignia Libr 10001000000004 Out PORTE Jade 9 2 2006 4248 2006 Insignia Libr To001 000000005 Bindery Insignia Libr 10001000000006 Lost BAZIN Franci 11 27 2006 12 18 2006 Insignia Libr T0001000000007 In Insignia Libr 70001 000000008 In Insignia Libr 70001000000010 In Insignia Libr 70001000000011 In Insignia Libr T0001 000000012 In Insiania wel Preview Click on Assets on the Navigator Toolbar Click on Find Add Textbooks Click on N
158. ocks or periods in a day and the times for these blocks The times will be used in the library system for Media Manager bookings To create blocks follow these steps Click on Administration on the Navigator Toolbar Click Library Info Click on the Block tab Click on Edit Specify the number of blocks Specify the times of the blocks Click on Save NOoORWNM gt 131 of 223 ILS User Manual 3 0 Library 3 Records Found 5 xj Find Library Library Information Office Hours Holidays Semester Block No of Blocks in One Day 4 Block Start Time End Time F pes i zz Save Bees 0600 am 09 20am Cancel Block 2 0830 AM 10 60 4M Block 3 1200 BM 0120 BM E Retrest Block 4 Ou 30 pM 0250 pM l Configuration The Insignia Library System is pre configured so that you can start using it right away Common groups permissions and defaults are predefined Staff can add new groups assign permissions to groups and change default parameters However staff cannot add new permissions or change the security setting for the Administrator user Auto dialer The Insignia Library System has now added in an exciting new feature called Auto dialer It would allow your system if configured for it to call Patrons and inform them of there overdues or fines We have added a check box to the patron window to also allow you to set this feature on a patron by patron basis This
159. of 223 IRON D Sy ILS User Manual 3 0 near the bottom of the screen The new publisher should appear in the New box 8 Click on Merge 9 The publishers you selected are now merged into the publisher listed in the New box Destroy Change Copy Status Staff may choose to destroy items that are in poor condition or are no longer in circulation Deleting Copies Items copies can be deleted in two different ways By going into the cataloging module finding the item and clicking on Delete or by using the Change Status function This facilitates batch processing a number of items can be marked for deletion and then destroyed later in one operation Change Status To destroy items follow these steps 1 Click on Cataloging on the Navigator Toolbar 2 Click on Change Status 3 Input or scan in the barcode you would like to take out of circulation and press enter 4 Check the box beside the copies you wish to destroy and change the status to To be deleted 5 Click on the Apply button You may also use the Change Status interface to change the status of an item by following these steps 90 of 223 ILS User Manual 3 0 fil Change Status 1 Records 5 x Find Copies A Preview Barcode earch by Copy Status To be deleted x Subset lt l Modified From 7 26 20 To ff 2767200 7 m Show Me mM Change Copy Status Select All Change Status to T5 be deleted I Delete
160. ollow these steps Click on Administration on the Navigator toolbar Click on Password Input old password then new password then retype new password for confirmation Click on Change s Old Password New Password SY Confirm Password _ Cancel Security Security permissions can be set up from the patron screen or they can be set up from Administration in the Navigator The Insignia Library System allows you to create a group and assign permissions to it and then add patrons to this group This makes maintenance simple and is the recommended method of assigning permissions Patrons can be assigned permissions individually but this approach is not recommended and should be used as an exception rather than as a standard practice Assigning Groups and Permissions to a Patron To assign groups and permissions to a patron follow these steps 161 of 223 ILS User Manual 3 0 ens x Groups Permissions Patrons Search By First Name BI arts With Patron Member Of Patron Permission w O Assets C Catalog C Change System Settings H C Circulation O inventory ee C Maintenance C Media Manager Cancel Y Patrons Print Reports R Y purchase H C Search Select All Deselect All Select All Deselect All Click on Administration in the Navigator Toolbar Click on Security Click on Patrons tab Enter the sear
161. om the list Select a vendor from the list If the book is being ordered as a textbook then check the check box For Textbook Click on Add Item to add a new item Click on New and then provide the information required You can then click the Save button which will return you to the Place a New Order screen with the new material now visible in the order detail Repeat steps 7 through 9 until all items have been added to the order Click Save Ordering an Existing Item 1 2 wo W OJO Q E If you are ordering an item for which a MARC record already exists in your system On the Order tab click on Add Item Then click on Find search for the desired item and click OK If the textbook checkbox was selected then the system searched the textbook module for books otherwise it searches in the catalog module Most of the information is automatically copied from the catalog module into the order line form Specify the price quantity if it is not 1 and currency Click on Save Select the tax rate and shipping cost Add any comments for the vendor Click on Save Click on Preview to see your purchase request and you can then print it out by clicking on the printer icon If vendor is EDI compliant you can click on Send to send the information out 201 of 223 ILS User Manual 3 0 Find Order Order M Select a Budget Budget
162. on Acquisitions on the Navigator Toolbar 2 Click on Receive EDI 3 Click on Start and begin downloading the EDI messages 207 of 223 ILS User Manual 3 0 Web OPAC The OPAC for Insignia Library System is completely web enabled Web OPAC users can 1 Search using any of the four search engines 2 Search projects with complete support for multimedia objects and web links Check personal information with the ability to update Check loan history Reserve books Renew books Check fine status NO Or E G Access to information in the Insignia Library System over the web is instantaneous as soon information is saved patrons can access it over the web The Web OPAC version is now viewable at the bottom of the Web screen To provide www access to the Insignia Library System in your organization Microsoft Internet Information Server 5 0 is required Once Microsoft Internet Information Server is installed it takes less than two minutes to have the Insignia Library System available over the Internet Before providing Internet access it is important that patron security is enabled with unique passwords for each patron Otherwise you may inadvertently allow unauthorized users access to a patron s confidential information Other features of the Insignia Web OPAC include Search history choose a previous search from the dropdown list to eliminate the need to re enter a search Boolean searching use the
163. ons with a higher security level For example a typical setup would have patrons at a level 50 and library staff at 90 5 Click on Save Homerooms Staff can create homerooms for their schools 108 of 223 ILS User Manual 3 0 Aj Homeroom K Iei Name 5I6F Y Teacher Lesley Ann Finnen w Notes Delete M Editing History Created Sep 01 2006 14 35 00 Created By Admin 0001 Last Modified Feb 16 2007 14 13 00 Last Modified By Admin 0001 To add a homeroom follow these steps 1 Click on Patrons in the Navigator Toolbar 2 Click on Homeroom 3 Click on New 4 Enter the name you want to assign the homeroom usually the room number e g 101 Then click on the button on the Teacher line Now select the teacher for the class You can also add any notes that you may have 5 To clear a teachers name without adding a new one click on the Clear Teacher button while in edit mode 6 Click on Save Patron Archiving The Patron Archival feature allows you to remove a Patron or Patrons from the system This feature is enabled in Administration gt gt Custom Setting gt gt Archive Patron set to a value of 1 They will then be stored in an Archived state This allows you to monitor and remove the patrons as you see fit You can bring up the Archived Patrons by going to the Catalog menu and then to Find Add Patron Select Archive as the search type a
164. ook Besser Marianne School Romie VID ANI Animal families The cat The hamster School 811 54 LEE The cat and the wizard Lee Dennis 1939 School Administ 636 8 MIL Cats Cats in the wild Edited By Wilsons Miller Michaela 1961 _ School Assets Acquisiti To find an item using Insignia Search follow these steps Click on Search on the Navigator toolbar Click on Insignia Enter the search term Select the search parameters e g title author Specify up to two more search terms and any Boolean operators needed Select the libraries you would like to search Click on Search To learn more about an item double click on the item in the grid This information can also be acquired by right clicking the item then left clicking on View Detail neo N OND Kiosk Kiosk search provides a visual interface that allows young patrons to search for books by clicking on pictures Kiosk can be completely customized Staff members can Add Edit Delete categories and their associated pictures More information about Kiosk is available in Chapter 6 Administration 29 of 223 ILS User Manual 3 0 ve Gi Hills Library 1 Admin 0001 A Circulation Catalog Patrons Reports Administration Assets Acquisitions Windows Help TEREE E kon PIECE HEI To find an item using Kiosk Search follow these steps 1 Click on Search on the Navigator
165. ookings option Select a date range and click on List Double click on the item you wish to edit Then click on Edit Enter the new information into the Required Date From and Required Date Until fields Click on Save Click on Close Cancel Bookings Click on Circulation on the Navigator Toolbar Click on Booking List Select the item you want to cancel by checking the box to the left of the barcode Click on Delete Then press Yes to confirm the cancellation 44 of 223 ILS User Manual 3 0 Loan History Loan history allows staff to easily see the history of a specific patron or a specific item For this function to work properly the Track Loan History option should be enabled in Administration gt gt Configuration The History status will be kept even if the item and patron are deleted Loan History by Item To view a loan history for an item follow these steps 1 Click on Circulation on the Navigator Toolbar 2 Click on Loan History 3 Enter the copy barcode or the title of the item for which you wish to view the history Then click on Find Loan History Search eae fiooot coo 0724 Title be T With Fine Patron Find Patron T Union Show Textbook IV Show Library Book Loan History Author Copy Barcode Patron Checkout Date Checkin Date Pr gt Stars A guide to the constellatio Zim Herbert S LOOO10000107 Fin
166. ose either Qcard or Caption 4 You can then search for the Caption Qcard needed 5 Once found you can click on the caption shown in the results field and change it to what you would like 6 If the items are locked there is an Unlock button provided to alleviate that 7 Once changes are made click on the Save button to save changes 8 You can also choose to apply these changes to all current items found System Messages The Insignia Library System allows staff to create customized messages These messages are automatically sent to patrons when required There are 9 messages that you can customize Staff can customize the following messages 1 Fine Message 2 Expired Message 183 of 223 ILS User Manual 3 0 3 4 5 6 7 8 9 x2 System message j Joxi Type Expired message L System Message Subject Your Library Card Is Expired Custom Message m Parameters Current Date Library Name Patron First Name Patron Middle Name Patron Last Name Patron Phone Number Patron Homeroom Patron Grade Current Date Dear Patron First Name Patron Last Name Edit Your library card is about to expire on Expire date Please contact us to renew it Sincerely Library Name Interlibrary loan request message Overdue message for patrons Overdue message for parents Overdue message for teachers Reserve message Routing message Textbook overdue message Delete Close Refresh
167. ost items that the patron may have Reserve Limits This is the maximum number of reserves a patron of this type may place Overdue Limits This is the maximum number of overdue items a patron of this type may have Fine Limits This is the maximum fine a patron of this type may incur 153 of 223 ILS User Manual 3 0 Damage Limits This is the maximum number of damaged items a patron may have Global Circ Types Global groups are used to specify parameters to be used for inter branch lending Every Patron Group should be assigned a global type so that the system can determine what circulation parameters to use for inter branch lending To create global types you MUST login as district administrator supplying the admin user id and the correct password To add a new global type follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click on Circ Types then select the Global Circ Types tab 3 Click on New 4 Type the name of the global type 5 Check the Default checkbox if you want it to be the default type 6 Click on Save You will see a list of global types with default values listed shown in the grid below Double click on any global type in the grid Modify the values until satisfied then click on Save N 154 of 223 ILS User Manual 3 0 LE relation Types lls item Circ Type Patron Circ Type Global Circ Type Grade Mapping Refres
168. r To001 000000007 7 In Insignia Libr Too01 000000008 8 In Insignia Libr 7T0001000000010 10 In Insignia Libr _ T0001000000011 11 In Insignia Libr T0001 000000012 12 In Insiania wel Preview K E SS Click on Assets on the Navigator Toolbar Click on Find Add Textbooks Click on the Titles Courses tab Choose a course from the list on the left Select the textbooks you wish to link to that course from the list on the right by checking the box to the left of the title Click the Up or Down Arrows to assign or un assign checked titles on the list to a given course 189 of 223 ILS User Manual 3 0 Adding Delete Course To add a new course fill in the information on the bottom left corner title and course code and click on the Add button To delete a course select the course and click on Delete Patron Status Patron status allows you to see textbooks that have been checked out by a patron To see the status of a patron follow these steps 1 Click on Assets on the Navigator Toolbar 2 Select Find Add Textbooks 3 Click on the Patron Status tab 4 Scan in Patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation 5 Click on Find Order Status To see an order detail follow these steps 1 Click on Assets on the Navigator Toolbar 2 Select Find Add Textbooks
169. r ID and password if any required Adding New Z39 50 Host To add a new library in your Z39 50 search follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click on Z39 50 Hosts 3 Click on New 4 Enter the information required 5 Enabled means show the Z39 50 server on the list Default denotes that it automatically appears pre selected in the list 6 Click on test to validate the connection 7 If connection is successful then click on Save otherwise verify the information 44 239 50 Host 43 Records Found loj x Find Host Host Host Name amicus Vv Defaut Vv Enable nee i Clone Nick Name amicus E IP Address h 42 76 40 8 N Delete Database Name ANY Port a First User ID d Previous l j Passwort l j bschneider amicus1 Next Max Records fo Last ees Editing History _ _ Close Created Refresh Created By Admin 0001 arn Last Modified Last Modified By Test Insignia Libraries To set up additional Insignia libraries for your system to search follow these steps 1 Click on Administration 2 Click on Insignia Libraries 160 of 223 ILS User Manual 3 0 3 You can search for the library you want to edit or click on the new button to add a new Insignia Library 4 Once all information is entered click on Save to save your changes Change Personal Password To change your personal password f
170. rent screen is closed If you are in Search mode the current criteria are cleared and if you press Esc again the screen is closed Show Me The Insignia Library System provides Show Me demos for all tasks in the library system ShowMe allows staff to learn how to use different features in the library system When a user clicks on ShowMe a video demonstration is played with audio describing how to use the selected feature To learn what to do in any given module just click on the Show Me button Help File The Insignia Library System provides a help file for all the screens in the library system To open the topic in the file press F1 Update Clicking on this feature in the help menu will cause the program to close and go through an update cycle This only should be done under supervision or with help from Insignia Software 17 of 223 ILS User Manual 3 0 Calendar 3 4 5 6 1 41 22 als A te 18 AD lt 20 2 24 25 26 27 28 Wese 71 ie 3 1 ZD Today 24 06 00 Click here to change the year Click here to change month To change a date click as shown below and then select the date Quick Card Many fields in the Insignia Library System have associated Quick cards explaining the function and providing examples Quick Card can be turned on or off by pressing Ctrl Q Spell Check The Insignia Library System has a built in spell check Wherever a user enters data in the form of notes a spell chec
171. reversible You can limit the data by Author Budget Call Number Circ Type Copy Status Created by Item Barcode Library Name Local Call Number Location Note Price Replacement Cost Subject Subset Target Audience Title and Vendor You can also limit the amount found To use the Power Global Change in your library follow these steps 1 Once again remember that once any change is made it is irreversible 2 Click on Administration in the Navigator Toolbar 3 Click on Power Global Change 165 of 223 ILS User Manual 3 0 4 Select the Category you want to modify with the drop down menu 5 Select your Search criteria and then click on Find 6 After your search results display you can then choose the field you want to modify by selecting an item from the New Value drop down menu 7 You can then enter the value you want to change your records to in the box to the right 8 If everything then looks correct then click on the Change button to make your changes Error Log The Insignia Library System has a built in error tracking system that allows it to track any system errors If there is a problem Insignia technical staff will try to solve it over the phone If this process of troubleshooting does not work you will be asked to send the error log which our staff will analyze IIS View From User Delete All Ic First Event Events On Jul 09 2004 09 50 48 lt All gt
172. ror a a een ude coded se duptaredecdesveeiecancs cebedeses 34 CHECK IN sao aa a aa n N E oss nde ced odes dup eaceh cadesvee Becacdhcebedses 36 Declare tems LOSt ccccccccecesesesesesesseesesssesesssssssssssssseessssssesssenenss 38 Claim Returned RENEW E Qecza a cebepsa een ERRA TERE ERa td RESER VE vecve cdederdeicneudericadensven coleeedeiteaa E aacencedesvee nsacdh ceded see INTERLIBRARY LOAN RESERVE LIST BOOKING To Circulate Booked Items sss 44 TO Edit BOOKINGS iss rati Teraa ates aie dena ee ae 44 CanCel Booking Sisin aia oag esi hee bouts wine Trot sees es 44 TSO AN HISTOR Yoisisi ies eh es Aocs ek sees osc geese tus de secs n a Behave kasevtee 45 LOGW History Dy Then seat Saze or be etd rR a haetaeee 45 Loan History Dy Darat Sac aoe cT etd rR T diax TTia ac 46 COL ECE R ZAE E develo wire EEEE EE 47 HOMEROOM CHECKOUT heeii 24 e hore E da AEE EE EVER ES 48 TEMPORARY ITEMS arrea ae e dct EA E A ang Sue N AREE 48 Checkout Temporary Jems ee sees eee ee eee 49 4 of 223 ILS User Manual 3 0 Check In Temporary tern sss sese eee eee eee 49 To view your temporary items follow these steps sees sees 49 CATALOG misiris iresi ai EVENE E E 51 CATALOGING USING NON MARC INTERFACE sese 51 Item Template as Teads at 2 ates Gigi ae has a alesis eae 55 Catalog Titles Using MARC Interface sss esse eee 56 Loan TL TTT 58 Cataloging Using Z39 50 Interface sss sese eee ee eee 58 Copy Information ssa diein costes davr R etde 59 Accelerated Kend
173. rve automatically expire after 30 days Circulation Date is from today Plus 0 days V Check out to reader list Override Pswd m Confirm o Track Loan History Determines whether the system tracks the history of the books being checked out with complete patron history Override Password This password can be used to override the circulation restriction Reserve Parameter This option dictates the amount of time before a reserve expires Circulation Date The additional delay if any between the time a material is catalogued and the time it is first checked out If the value is set to zero the material may be checked out the same day it is catalogued Due Date To set the due date the librarian needs to answer the following questions 133 of 223 ILS User Manual 3 0 Should due date go beyond the card expiry date Should the Renew Date be equal to Due Date Renew Period or Today Renew Period Should an end of term due date be set for all items After how long should an overdue item become a lost item Fines To set your fine structure for your library you will need to determine the following Should there be a processing fee for lost items What is the maximum fine as a function of the item price What price should be set when there is no price given for an item Should the overdue fine be included for lost items Should the fine calculation exclude holidays and a grace period C
174. s Holidays Semester Block Category Elementary School Open Time Close Time 05 00pm Monday IS 08 00 am os copM R Tuesday IY 08 00 am o400PM Wednesday IS caco am lana Thursday IS raa am E 0400 pM Friday IS 08 00 am Josoopm Saturday 02 20 PM 05 00 PM Sunday Holidays Holidays are used in the calculation of overdue fines Depending on the policies of the library the system will either include or exclude fines for specified holidays To set holidays follow these steps Click on Administration on the Navigator Toolbar Click Library Info Click on the Holidays tab Select a category Select a year and click on Edit Click on Add Holiday Enter a name for the holiday and specify the date or date range Click on OK Click on Save NOoORWN gt 129 of 223 ILS User Manual 3 0 To copy holidays from the previous year select the year and holiday category click on Edit and then click on Copy from Last Year New holiday categories may also be generated creating a template that any location may apply To create a new holiday category simply click on New and enter a name for the category Then click Add Holiday and proceed to add holidays to the category Press Save when finished Your new holiday category may now be applied to any location x Library 3 Records Found iol xi Find
175. s Books Store lt Sh S W Pay the bill of Coles Books Store Xx Cia bees xl 1600 White Ave Check No Pay Date anq 032004 show Ne Save Cancel New York New York USA 65432 Order Detail 00010000024 Sep 11 2003 New 00010000021 Jul05 2003 New gt 2 Charlie and the cr X Message to Amount Selected 123 05 Vendor Notes Shipping Fee fso 00 Vendor Profiles The Insignia Library System allows staff to keep vendor profiles in the database This information from the profile is automatically used wherever necessary such as when e mailing a purchase order to the vendor or printing it to be faxed To create a vendor profile 1 Click on Acquisitions on the Navigator Toolbar 2 Click on Find Add Vendor 3 Click on New or select an existing one by using the search criteria 4 Enter all the relevant information 5 Click on Save 204 of 223 ILS User Manual 3 0 1915 Find Vendor Vendor Merge Name McMillan Publishing Contact lames Smith AccountNo 6515268 Phone No jayana Ext l Fax No l Email Address for 00 Franklin Ave City vork v Province New York Country it SA S Postal Code 25326 http fwwwtest com Currency Jus Dollar x Identification l Identification Agency US SBN Agency SAN Y L Use EDI 7 History TPR wll Show Me Notes Created Aug 23 2002 14 35 00 Created By Admin 0001 Last Modified Dec 26 2002 9 07
176. s can be done in the cataloging module when adding a new item or while editing an existing one Adding PDF DOC or Text files will also cause the system to index 52 of 223 ILS User Manual 3 0 those documents and make the contents Keyword searchable To attach a multimedia object follow these steps 1 2 3 4 oo N In the cataloging module find the item to which you would like to attach multimedia objects On the Basic Information tab click on Edit Click on Attach Click on Browse to attach a file image audio etc Note After clicking Browse ensure that Files of Type is set to All Files Click on Scan to scan an image from a scanner attached to your computer Click on Web Link to link to a website a default address may appear automatically Simply enter the website address you want linked Click on Save Additional attachments can be added by repeating steps 3 7 Assigning a Kiosk Category Staff can assign one or more Kiosk categories to a given item This can be done when adding a new item or while editing an existing one 53 of 223 ILS User Manual 3 0 2 51 xj Basic Information Notes Subjects tem Custdjzed Fields Marc Code Copy Information Copy Customized Fields General Categories Sos Note O dogs Keywords Leth Cancel nature Edi Content O science Delete Notes sports First Summary Examines the changes that occur in a sug
177. s in process You may limit the report by date range vendor order status dollar value range budget name and who it was created by Order Summary provides summary information on orders You may limit the report by date range order status budget name vendor name created by and budget amount range Search Statistics Shows a pie chart graph of successful and unsuccessful searches by Search type 121 of 223 ILS User Manual 3 0 Search Statistics 2 Provides a text report of successful and unsuccessful searches by search term and count Subscription Costs lists amounts spent on serials subscriptions Union Libraries provides basic information on the libraries that form your union Vendors provides basic information on vendors that supply assets You may limit the report by vendor name range Media Manager Reports There are 4 Media Manager reports PISE Patrons Catalog Circulation Textbook Reports Miscellaneous Media Manager le Checked Out Overdue Equipment Local Equipment Kits Booking From Equipment List N Booking To Time From Time To Blocks Weekly T Ma F tu l wel mhf Fr f saf su Order By Edit List Close show me Booked Equipment lists all equipment booked out You may limit this report by booking dates booking times blocks or on a weekly basis Checked out Overdue Equipment lists all equipment checked out including items overdue You may limit t
178. same steps to view Finished Bookings and Checked Out Bookings for all patrons aly To View Bookings for a Specific Patron 1 Specify a date range Scan in patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation or click on Find Patron to search for a patron 3 Choose the desired radio button and click on List Media Check in The check in function in Media Manager is much the same as the check in function in normal circulation To check in Media Manager items follow these steps 196 of 223 ILS User Manual 3 0 ve Media Manager Booking Check Out lolxi Check Out Booking Booking List eee 2 1 2007 a nd 22207 gt is __ aia Patron Barcode Find Patron Check Out tems To Check Out tems To Checkin Finished Bookings Show All Shacioln Cancel Select All Deselect All Grand Total 0 00 Amount Paid 0 00 Preview Close tie L Barcode mE T Time To l BookedBy pas Start Date Until status Dn Sign Lens for EL5100 22a 4 15 30 15 30 Lee Miller 2N6 2007 2 21 2007 Use Comments G Pickup Deliver YA M Teche Renten Delivery Charge C Click on Assets on the Navigator Toolbar Click on the Media Check In The Items to check in radio button will be selected and the items due within the selected date range display 4 Check the box for the item s and select the Check in button
179. ser Manual 3 0 Cataloging Reports There are 20 cataloging reports a description of each one is given below 15 x Patrons Catalog circulation Laas Reports Miscellaneous Media Manager T C Unit Bibliography Local Union Copies V ithout Call No Author From Damaged Items Duplicated Titles Author To Inventory Missing tems Subset gt item Info lt ALL gt X Lost Missing tems as Percentage Number of Titles by Material Type Publisher Summary Titles List with notes Titles without Copies Value Of Collection lial S _fuitList_ Preview cise _ _snowme Authors List lists name authorities You may limit the report by last name range and subset Bibliography Bibliography of selected items Copies without call Number lists items that have no call number You may limit this report by subset Damaged Items lists books that have a damaged status You may limit this report by subset Duplicated Items lists duplicate book titles within the system This report can be limited by subset Inventory Missing Items lists items which the inventory has determined as missing You may limit the report by date range call number material type circ type location and by subset You may also print a report of items used in in house use Item Info Coming Soon 117 of 223 ILS User Manual 3 0 Items without Call Number lists items that have no call number You may limit
180. step el gato a new rhythm dance 740 BRE Breau Louis 1893 1928 I 4 Magical muse millennial essays on Tennessee Williams O5 Can it rain cats and dogs questions and Berger Melvin answers about weather Remove Marked Reco Title Mail To Send Booking To book an item follow these steps 1 Check the box in the column on the search results screen 2 Enter the quantity you want to book in the Qty column 3 Then click on the book button located near the bottom of the screen 4 On the Booking screen select the title that you want to book and the library that you want to request from only libraries that have holdings for this title will be shown 5 Click on the date required system does not verify if the item will be available on that date it is based on first request first checkout 211 of 223 ILS User Manual 3 0 oe 6 Repeat step 9 for all the items and then click on Book Item s Color Legend Pink Holidays Green Item being reserved Blue Today s date White Dates item available Authority Search When a search is done in Simple Search by subject or author the system automatically performs this as an authority search If a match is not found the system jumps in where the search term would have been as shown below 212 of 223 ILS User Manual 3 0 T Authority Search Microsoft Internet Explorer BEI Fie EL vew Sre Took Heb Ou O
181. t File Mapping Formal ione ha impor If he item being imported already exists then ls Gres Show Me L Skip the Lern C Update the Item C Creste new tem Test IY Include Copy Information in Tag 852 T Ada Pretix S Skip the Copy C Update the Copy Holding Format Mi T Mutti Copies 2 Show error messages T Textbock MARC Data Only replace these tags when update item Data Unique By system vetned Slalas Import Items To import materials information follow these steps Click on Administration on the Navigator Toolbar Click on Import on the Navigator Toolbar Select the Item tab Select the options for importing data Select the file from which to import Click on Import H U M M Map Tags You may also choose to map certain tags when importing items To map tags follow these steps Click on Administration on the Navigator Toolbar Click on the Import Select the Item tab Click on Select File and locate the file accordingly Click on the Mapping button M GM 169 of 223 ILS User Manual 3 0 4 You can either choose to edit an existing mapping type or to create a new one Edit an Existing Mapping Type 1 2 3 6 Choose which format type you wish to edit by selecting one from the dropdown list Click on Edit C
182. taloging Using non MARC Interface x2 Title Sula Toni Morrison Basic Information Notes subjects herm Customized Fields Mare BR Copy Information Copy Customized Fields ISBN v ISSN LCCN 2724272587 EA Dewey i ER TTT IN TT ganeg Main Entry Edit cor Name gt Morrison Toni Date 1931 Delete First Subtitle on eat By tion TT Material TypefBook Collection Type Close Pub Place frais Publisher l Pub Date a Physical Description _Showme r hegar Other paperback Dimension Aach Series Title Volume ControlNo 12076 OCLC No T Non Searchable Incomplete Price Editing History Loan Status 0 00 Created Jan 18 2007 14 20 00 Times Checked Out 0 Preview s Created By Admin 0001 Times Renewed 0 SER or Pe 3 ave As I Locked Last Modified Feb 14 2007 8 40 00 Times Reserved D Template Last Modified By Admin 0001 Times Overdue 0 To catalog items manually using the Non Marc Interface follow these steps 1 Click on Cataloging on the Navigator Toolbar 2 Click on Find Item select New 3 Select the Bibliographic Item Type e g Books Maps Music and click Select 51 of 223 ILS User Manual 3 0 4 Enter all the information you need to create a suitable description of the item using the Basic Information tab and Notes Subjects tab Dropdown lists may appear as you are entering data into any of the six fields mentioned above This ma
183. tching occurs because the text you are entering is being compared with relevant database entries already existing in the system Choose a relevant material type from the dropdown list If you do not have material types in the dropdown you will need to go to Administration then select Parameters and finally Material Type and define the types you want additional types may be added at any time You may also choose to mark an item as incomplete by selecting the Incomplete checkbox on the Basic Information screen You can search for items marked Incomplete from the Find Item screen On the Notes Subjects tab to create a new subject click on the New button on the Subject Detail tab near the bottom of the screen Repeat for any subsequent subjects you wish to add To see how the record will appear to patrons click on Preview To see where the book will appear on the shelf while cataloging click on Shelf on the Copy Information tab A form will display the shelf list based on the call number a call number must exist for the record before the Shelf function will work To add up to ten customized item fields click on Item Customized Fields To add up to ten customized copy fields click on Copy Customized Fields Attaching Multimedia Objects to an Item In the Insignia Library System staff can attach an unlimited number of multimedia objects or web links to any given item Thi
184. te Date Grade Click on Configure for barcode configuration Click on Preview to print barcodes oe O Custom Barcodes Staff can also print custom barcodes With custom barcodes staff can choose which fields will appear on the barcodes the order the fields are in and their size To print custom barcodes follow these steps 104 of 223 ILS User Manual 3 0 Hame larant NO patron 1 N Left 0 1000 Width 275 Column l 3 Horizontal Gap 0 Wee osooo Height 1 0000 Row T 10 VerticalGap o 1915 First Name Mil 1 Click on Patrons in the Navigator Toolbar 2 Click on Barcode 3 Select the Custom checkbox on the bottom left 4 Click on the Custom button at the bottom of the screen 5 To create a new layout click on New then enter a name for the new layout in the Name box To work with an existing layout select the layout from the dropdown list and then click on Edit to modify it 6 Choose the barcode size by entering the relevant information such as height and width The columns and rows will be adjusted automatically according to the height and width specifications entered You can also enter the value in inches for the left and top margins 7 You may add comments for this layout in the Notes field 8 To add fields to your barcode layout double click on the field in the list located on the left side of the screen 9 To add an
185. te new item Update the item If the copy record being imported already exists then Skip the copy Update the copy To import textbook data from a system that is not MARC compliant the data must be pre defined before the import has begun If the data is MARC compliant then data can be imported from the Item tab by selecting the checkbox for textbook To import textbook data in an ASCII file follow these steps Click on Administration in the Navigator Toolbar Click on Import in the Navigator Select the Textbook tab Create specify the file format Select the file name you would like to import from Click on Import oe eS Import Accelerated Reader To import Accelerated Reader files follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click on Import on the Navigator Toolbar 3 Select the Accelerated Reader tab 4 Select the file name you would like to import from by clicking on Select File 174 of 223 ILS User Manual 3 0 5 Then setup the fields correctly by placing a value in each of the fields Make sure this value corresponds with the column designated in the file 6 Once done you can click on the Import button to import the Accelerated Reader information xe Import Item tem Loan Patron Textbook Offiine Circ Options File Name Select File Import QuizNum Field No b Book Le
186. tems without copy Apply Deselect All Call No Date Modified astus _Leeston_ M L0001000013785 Caramel et ses amis M L1990000017999 F FRE Carmen Frechette Car Close 1 Click on Cataloging on the Navigator Toolbar 2 Click on Change Status 3 You can locate items for which to change copy status by searching by Copy Status rather than Barcode e g if you wish to bring up a list of all copies with the status Lost You may input or scan in an individual item barcode You may select a subset Additionally you may limit the results to items last modified within a specified date range 7 Once you have your desired list on the screen you can choose the items for which you would like to change the copy status by selecting or deselecting the checkboxes beside the item barcodes 8 Select the new status from the dropdown list Change Status To 9 Once you are satisfied with the items you have chosen click on the Apply button The Change Status function allows you to easily change any copy s status on either an individual or group basis oo 91 of 223 ILS User Manual 3 0 Change Circ Type This feature will allow you to change the Circ Type or Location for items within your library To change the Circ Type or Location please follow these steps fll Change Circ Type 1 Records 5 x Find Copies TA Preview Barcode Close Subset lt Show Me
187. teps 1 Click on Circulation in the Navigator Toolbar 2 Click on Booking 3 Scan in patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation Click the Find button in the right column Find the item you want to book Highlight the copy of the item that the patron wants then click the Book button located on the bottom right side of the window 7 Specify the date range oo gt 43 of 223 ILS User Manual 3 0 8 9 To recall an item that is checked out click on the Recall button If the user profile of the patron to whom the item is currently checked out contains an email address the system will automatically send an email to the patron recalling the item provided the Email notification box on the Recall screen is selected Click on OK To Circulate Booked Items 1 2 3 4 5 6 Click on Circulation in the Navigator Toolbar Click on Booking List Ensure that you have selected Show Outstanding Bookings Select a date range and click on List Check the box beside the item you wish to circulate and click on the button Check Out To view circulated booked items select Show Finished Bookings and click on List To Edit Bookings NOoaRWNM Click on Circulation on the Navigator Toolbar Click on the Booking List Click on the Show Outstanding B
188. these steps 98 of 223 ILS User Manual 3 0 Click on Patrons in the Navigator Toolbar Click on Find Add Patron Find the patron you want to copy Double click on the patron on the list Click on the Clone button Make the necessary changes Click on Save NOORWN gt Create a New Patron from a Template Templates are useful when the librarian is creating data for given type of patron Librarians can predefine various parameters in a template To create a new patron from a template follow these steps Click on Patrons in the Navigator Toolbar Click on New Patron from Template Select the template Make the necessary changes Click on Save arons Create a New Patron Template To create a new patron template follow these steps 1 Click on Patrons in the Navigator Toolbar 2 Click on Find Add Patron 3 Click on New 4 Enter the information you would like to save in the template Click on Save as Template Click on Create New and then name the template oo Patron Loan History This feature allows staff to find out what items the patron currently has on loan the items they have on reserve and any outstanding fines Textbooks on loan will have an asterisk beside them to denote that they are textbooks To view the loan history of a patron 1 Click on Patrons on the Navigator Toolbar 2 Click on Find Add Patron 3 E
189. this report by subset List of Copy Titles this report will give you a print out of all of the copies in your system including duplicates You may limit the report by created date range publication year date range author subject publisher location circulation type language audience subset and group by List of Item Titles this report will give you a list of unique titles within your system You may limit the report by created date range publication year date range author subject publisher location circulation type language audience subset and group by Lost Items lists items with a status of lost and the name of the responsible patron You may limit the report by lost date range patron group homeroom and by subset You can also choose to include items declared lost Lost Missing Items as Percentage is broken down first by Location and then Materials type The criteria that you can set are call number range publication date range purchase date location and material type The report will show you the amount of books in the sections that the search criteria specified as well as the total lost books and also a percentage for the amount of lost books against the total you have in that section Number of Titles by Material Type lists the number of titles by material type You may limit this report to a subset Publisher Summary lists the amount of books per publisher and total cost of items The report can be limited
190. toolbar on the left hand of your screen 2 Click on Kiosk 3 To search the union select Entire Union 4 Click on a picture that best represents the topic you are searching Repeat this process until you find the right category 5 To learn more about an item double click on the item in the grid This information can also be acquired by right clicking the item then left clicking on View Detail The patron may also choose to view all items in a given category by clicking on the link Show Category at the top of the screen Simple Simple search allows patrons to search for an item by keyword title author subject or call number It is as simple as selecting the type of search and typing a few words 30 of 223 ILS User Manual 3 0 By Keywords Searching by keyword returns items where the search term is found in title author subject or notes By Title Searching by title returns all the items that include the search term in the title field By Author Searching by author returns all the items that include the search term in the author field By Subject Searching by subject returns all the items that include the search term in the subject field By Call Number Searching by call number returns all the items that include the search term in the call number field x Search by Keywords 59 Records found ioi xi T Union Sr Search by Keywords fea search close _ show Me Cal
191. turer Checkout Date Time Due Date Time Check Out By Kit Last Check Out By T Non Searchable 7 Fixed Circulation Type Book X Combination Technician Charge fo 00 RentalCharge go 00 Delivery Charge fs0 00 Special Instructions IV Interlibrary Loan Maintenance Schedule C Weekly Monthly Annual TIR J T In Maintenance Notes In Maintenance From f 2132007 In Maintenance To Last Maintenance Date 191 of 223 ILS User Manual 3 0 Click on Assets on the Navigator Toolbar Click on Find Add Equipment Enter your search criteria and click on Find To see detailed information about a specific item double click on it To add a new record for a piece of equipment click on the New button 6 Enter all relevant information including model price serial number and manufacturer You may also setup a specific optionally reoccurring maintenance schedule for each item that is entered 7 Enter any notes or special instructions 8 Click on Save AON a Rooms To search for a room follow these steps mixi 1 Find Rooms 2 Detail Rooms Title Study Room Check Out By Status laas S cana Edit Due Date Time Capacity Fai Comments Circulation Type Room t Previous Save Delete Last Check Out By Click on Assets on the Navigator Toolbar Click on Find Add Room Enter your search criteria and click on Find To see
192. ul if you have duplications or wrong Audience Levels You can make the right levels and then quickly and simply move them into the right groups To use the Audience Global Change feature follow these steps Audience Global Change loj x Criteria Call No From E To E Audience lt Not Specified gt Change Audience Type To children Show Me Close 1 Under the Catalog menu select Audience Global Change 2 Next enter a call number range or an existing Audience Level Now select the level you want to move them into Click Apply to make the changes Repeat above steps until you are done O aa Item Archiving The Item Archival feature allows you to remove an Item or Items from the system This feature is enabled in Administration gt gt Custom Setting gt gt Archive Item set to a value of 1 You must be logged in as the administrator to 94 of 223 ILS User Manual 3 0 view or modify this setting When deleted items will then be stored in an Archived state This allows you to monitor and remove the Items as you see fit You can bring up the Archived Items by going to the Catalog menu and then to Find Add item Select Archive as the search type and then click on Find to display all archived items From this list you can remove the items you need or all of the items ONCE ITEMS ARE REMOVED FROM ARCHIVE THEY ARE GONE FROM THE SYSTEM 95 of 223 ILS User Manual 3 0 Patrons
193. up from the dropdown list Select the permissions you would like to assign to this Specify the search criteria for patrons Select all the patrons you would like to make members of this group by checking the box beside the patron name 11 Click on OK Assigning Permission to Patrons and Groups To assign permission to groups and patrons follow these steps 1 Click on Administration in the Navigator Toolbar 2 Click on Security 3 Click on Permissions tab 4 Select the permission from the dropdown list 163 of 223 ILS User Manual 3 0 5 Click on Edit 6 Select the Patron Group to which you would like to assign the permission 7 To grant this permission to individual patrons click on Add Patrons 8 Specify the search criteria for patron and click on Find 9 Select those patrons to which you would like to assign the permission by selecting the checkbox 10 Click OK 11 Click on Save xl Groups Permissions Patrons Maintain Security for a given permission Permission lt Patron Permission Group Permission Franny Young Admin J Mack O Finance O Hepers Librarian O New Group Save O Schoo 4 O Schoo E School c O Statt O Student Add O Teacher Extranet Select All Deselect All Select All Deselect All Making Global Changes The Insignia Library System allows staff to make global changes It is important that
194. utes after which the check out screen will clear the patron session Insignia Library Password Specify the ID and password that other Insignia libraries will use to connect to your library for Insignia Search 142 of 223 ILS User Manual 3 0 Language The Insignia Library System supports multiple languages Selecting any of the following languages means that it will be visible in Language under the Help menu American Arabic Chinese English French Spanish Urdu Custom Setting Custom Setting allows you to customize the library system according to your needs and the needs of your patrons The Custom Setting screen gives you the ability to enable disable various options of the library system and Web OPAC Note that Custom Setting is visible under the Administration menu only when you are logged in as admin On the Customer Setting tab you may disable and hide those features of the library system that staff or patrons will not use To determine whether an option is currently on look at the value in the Value column 1 indicates on and 0 indicates off 143 of 223 ILS User Manual 3 0 BSE Customer Setting Normalization EDI Code Custom Setting Parameter Value Categoy Locked Description a Eg gt Accelerate 1 Setto1 to ENABLE Accelerated Re ES Advanced 1 Vii S Set to 1 to ENABLE Close AdvanceSearchForSc 0 Iv Set to 1 to ENABLE optional
195. vel FieldNo 5 Close Show Me Points Field No fe Title Field No fio Author Field No f Seperator m Skip Lines fe I FixLength Status Offline Circulation If your circulation computer loses connectivity with the server you can perform offline circulation Once the server connection has been restored you can update the circulation data When server is down start Offline Circulation from Program Files Insignia Library 175 of 223 ILS User Manual 3 0 x Import Item t loj x tem Patron Loan Textbook Offline Circ accelerated Reader Text Catalog Import Click import button to import EA offline circulation data eae I Clear the imported records Export Data The Insignia Library System staff can export data related to items patron and loans Data exported for items is in MARC format and data exported for patrons in ASCII format Export Items When exporting item information staff can choose to export copy information as well To export item information follow these steps Click on Administration on the Navigator Toolbar Click on Export Select the Items tab Select the desired parameters Specify the file name or keep the default default path is the application folder c program files insignia library Click OK You can also map tags when exporting items the same way as when importing M GM ND 176 of 223 ILS
196. w a book for a month while students can only borrow the same material for two weeks Perhaps the librarian wants to limit the number of checkouts for a special collection even though this number is much lower than what had been setup previously by patron circulation type The Insignia library system offers a flexible environment capable of circulating any collection in a way that is convenient and efficient To provide complete control over circulation the Insignia Library System requires three different types of groups these are Item Circ Types Patron Circ Types Global Circ types 149 of 223 ILS User Manual 3 0 Item Circ Types Staff can create different types of materials Each time a unique material item type is created and saved all available patron groups are listed below Double clicking any of these specific groups will allow you to make further restrictions to the selected group To create a new ltem Circ Type follow these steps H U EM M 9 10 11 Click on Administration in the Navigator Toolbar Click on Circ Type Select the Item Circ Type tab Click on New Type the name of the Item Circ Type If you would like to set this type as the default to be used when adding new items check the Item Default box If you would like to set this type as the default to be used when adding new serials check the Serials Default box Click on Save you will see the default values for all the patrons
197. x next to the item to be declared lost then click on Lost Claim Returned If a patron claims they have returned an item when the record shows that item has not yet been returned You can set the items status to Claimed Returned Follow these steps to change the status to Claim Returned 1 Click on Circulation on the Navigator Toolbar 2 Click on Check Out 3 Scan in Patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation 4 Check the box next to the item to be claimed returned and click on Claim Returned Renew Staff can renew books from either the Check Out interface or the Renew interface To renew an item from the checkout screen follow these steps 1 Click on Circulation on the Navigator Toolbar 2 Click on Check Out 3 Scan in Patron card or enter the first name or last name depending on the default criteria you have defined in Configuration gt gt Circulation 4 Check the box next to the item to be renewed and click on Renew 38 of 223 ILS User Manual 3 0 To renew an item from the renew screen follow these steps Click on Circulation on the Navigator Toolbar Click on Renew To renew textbooks select Textbook option Scan the barcode If you want to set a due date other than the default based on patron type then set the Renewal Due Date
198. y information on any library if you are logged in as admin To quickly switch locations while logged in as admin go to Cataloging Change Library and then select the appropriate site Logging on as admin will allow you to access to the Custom Setting option as well as allowing you to change the Web OPAC configuration Library Information Staff can save general information about the library address phone number etc This information is automatically retrieved when placing an order Since other staff in the union will be viewing these details it is important that library information be updated whenever there is a change Z Library 3 Records Found Find Library Library Information Office Hours Holidays Semester Block Library Name Telephone Allen Park Library 555 624 3211 Green Hills Library 780 444 6589 Summerside Library 555 321 4999 Preview 127 of 223 ILS User Manual 3 0 To make changes in your library information follow these steps 1 Click on Administration on the Navigator Toolbar 2 Click on Library Info 3 Search for your library 4 Double click on it 5 Click on Edit to modify the profile Remember you must be logged in as the administrator and the appropriate location must be selected for the Edit button to be available 6 Input the information 7 Click on Save 8 Note create Holidays Office Hours Sem
199. you want to print labels for all the items with a certain status 3 11 From list check this box if you wish to print barcodes for specific items Select the row and column on which you wish to start printing This allows you to print on label sheets on which some labels have already been used Select the number of copies you would like to print Click on the Order by drop down arrow to choose Call No Local Call No Barcode Title or Author To choose a label sheet layout click on the Layout button Scroll to find the desired layout Click on the desired layout the selected layout s description will appear in green Click Set Default if you plan to regularly use the selected layout Check the box Use system default margin if you wish to print your labels using the default margins Use the Top and Left boxes to adjust margins if needed increments are in inches Click OK If you are satisfied with the layout press the print icon to print the labels 79 of 223 ILS User Manual 3 0 16 We also have the option to have the Volume and Copy number appear on the labels For this to happen make sure the box Include Copy No and Volume No is checked 17 If you would like to limit your selections by library you can do this by checking the library box and then selecting the library Custom Barcodes Staff may also print custom barcodes This allows staff to choose which fi

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